China Active Fund Watch Special Release: March 2020

Investao Limited > Insight > China Active Fund Watch Special Release: March 2020

Topic: China first emerges from the COVID-19 pandemic: what has the Chinese market learned from the experience?

Author: InvesTAO Research

Chart 1. China mutual fund growth in Feb- 2020

Summary

  • Significant inflow into Chinese onshore funds: risk appetite grew after the initial panic from the COVID-19 outbreak.
  • Fund flow encouraged by more easing policies and new stimulus: the biggest winner is the New Infrastructure sector, which now extends far beyond construction.
  • Chinese onshore managers’ insights and comments: resolutely bullish on sectors such as healthcare, 5G, semiconductor and new energy vehicles.

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