Charlie Awdry, China equities portfolio manager, discusses the drivers behind the recent rally in the Chinese equity markets, how the portfolio is positioned, and the potential for further strong performance in the coming months.
Chinese equities have rallied this year on the back of easing in US/China trade friction and a pause in US interest rate rises, as well as a move towards more pro-growth policies from the Chinese government.
There has been more interest in the domestic A shares market following the decision to increase the weighting of these Shanghai and Shenzhen-listed stocks in global benchmarks.
China is still relatively unloved and cheap, providing room for Chinese equities to rally further.
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