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