China's Changing Equity Market Landscape

The China A-share market has expanded tremendously over the last two decades. Today, the Shanghai and Shenzhen stock exchanges have a total market capitalization of about USD 3.5 trillion dollars of which foreign participation accounts for just over 1% percent.  As the world’s second largest economy, China represents  one of the world's last big investment frontiers. The China domestic market is becoming more accessible through recent market liberalization efforts that could represent major new investment opportunities for global investors in the near future.
 
For example, today China has a weighting of about 18% in the MSCI Emerging Markets Index. If China’s A-share market opened completely to foreigners, China’s index weight would expand to about 30%. [1] We think that investors should take a closer look at China to understand the unique characteristics of this evolving market.

Agenda Topics:

- Understanding the China equity market landscape
- Recent developments in liberalizing the China QFII scheme & its implications for global investors
- Key investment considerations for Implementing China exposure