
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 Asia Equity Investment Team has extensive local knowledge which supports the bottom-up stock selection process. This process has resulted in significant exposure to stocks reliant on the domestic economy which we believe have the potential to deliver sustainable returns.