Navigating China’s Regulatory Changes

Investors, especially international investors, may consider recent regulatory changes in China as a macro uncertainty that led, in part, to the significant underperformance of China exposures this year. Overall, we found these changes were related to China’s latest development agenda, the 14th Five-Year Plan (2021-2025). While markets have reacted negatively, the long-term fundamentals of China’s equity market remained stable, and analysts’ consensus forecast on long-term earnings growth is relatively strong.

In this webinar, our research experts evaluated the impact of recent China’s regulatory changes through a sustainability lens and a thematic lens.

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