David Hernandez, CFA
Director of Traditional Manager Search
In 2020, China was a top performer in the global equity market, returning 29.5%. In 2021, however, Chinese equities have struggled thus far compared to many of their peers. While several of the world’s major equity markets have generated double-digit returns year-to-date, China has lost 12.3% with the majority of those losses occurring in the last several weeks.
In this newsletter, we review reasons why China has transitioned from leader to laggard — with a focus on recent regulatory actions by the Chinese government — and discuss future prospects from here.
Read > China: From Leader to Laggard
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
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