
Chinese equities: an ongoing compelling story
Mike Shiao, Invesco Asia Equity Investment Team, Hong Kong
We believe China is a land rich in compelling bottom-up investment opportunities. This is based on our expectations that its domestic economy will emerge as a reliable driver of growth. In particular, the increasing digitalisation of Chinese society is opening up new markets which some companies are taking advantage of to enhance their product offerings. While selecting stocks, we favour private enterprises which demonstrate entrepreneurship and possess a notable track record in running businesses for their shareholders.
The Invesco China Focus Equity Fund is a flagship product managed by the Invesco Asia Equity Investment Team. The team has extensive local knowledge which supports the bottom-up stock selection process. This process has resulted in notable exposure to stocks reliant on the domestic economy which we believe have the potential to deliver sustainable returns.
“We continue to see many compelling bottom-up opportunities in China, driven by a strong domestic economy and rising digitalisation.“ Mike Shiao