China: From Leader to Laggard

August 19, 2021 | 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.

David Hernandez, CFA
Director of Traditional Manager Search

Get to Know David

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.

Related Content

10.01.2025

3Q 2025 Market Insights Webinar

Please join Marquette’s research team for our 3Q 2025 Market Insights Webinar analyzing the third quarter across the…

09.22.2025

The Running of the Bulls

Barring a significant equity market drawdown in the coming weeks, the current bull market will turn three years old in…

09.15.2025

Oil Pressure?

Earlier this year, Marquette published a Chart of the Week that detailed the muted change in oil…

08.25.2025

The Impact of Artificial Intelligence on Markets

Over the last several decades, artificial intelligence (“AI”) has evolved from a theoretical concept into a transformative force across a…

08.19.2025

Alternatives in Defined Contribution Plans

On August 7, 2025, President Trump signed an executive order to expand alternative investment access in defined contribution retirement plans…

08.11.2025

3 vs. 2000

In last year’s “2 vs. 2000” Chart of the Week publication, we explored…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >