Hong Kong asset manager Value Partners, in collaboration with strategic advisory firm Oxford Metrica, has launched “Riding the Dragon”, a detailed white paper making the case for investment in China.
Riding the Dragon, a sequel to last year’s white paper “Dancing with the Dragon”, covers six key areas including observations of COVID-19, a performance review highlighting China’s recent volatility and recovery, dispelling five myths about China, examining the rapid increase in Chinese listings, and identifying likely future investment themes.
Oxford Metrica Chairman Dr Rory Knight said “It has been predicted that by 2027 China will be the world’s largest economy. Every four years it is growing by an amount equal to the GDP of the UK - a new UK every four years! It is a nation bristling with opportunity where investing will at times feel like ‘Riding the Dragon’.”
“We hope that all those who study it will find this report both stimulating and enlightening,” said Knight.
Value Partners’ Managing Director of European Business Hendrik von Ripperda-Cosyn said: “China A-share inclusion in the benchmark combined with significant steps toward increased financial openness present international investors with hitherto unattainable possibilities.”
“Investors can no longer afford to ignore China”, said Cosyn.
Notes to editors
1. About Value Partners (UK) Limited
Value Partners is one of Asia’s largest independent asset management firms and seeks to offer world-class investment services and products. The firm had US$10.9 billion of assets under management as of 31st March 2020. Since its establishment in 1993, Value Partners has been a dedicated value investor in Asia and around the world. In November 2007, Value Partners became the first asset management firm to be listed on the Main Board of the Hong Kong Stock Exchange (Stock code: 806 HK). In addition to its Hong Kong headquarters, the firm operates in Shanghai, Shenzhen, Kuala Lumpur, Singapore and London. It also has a presence in Beijing. Value Partners’ investment strategies cover Equities, Fixed Income, Multi-Asset, Quantitative Investment Solutions and Alternatives for institutional and individual clients in the Asia Pacific, Europe and the United States.
For more information, please visit: https://www.valuepartners-group.com/en/
2. About Oxford Metrica
Oxford Metrica is a strategic advisory firm, offering informed counsel to boards. Its advisory services are anchored on evidence-based research in risk and financial performance. The firm’s work includes statistical analysis and index construction for banks and insurers, risk and performance analytics for asset managers, due diligence support in mergers and highly customised services for corporate boards.
For more information, please visit: http://www.oxfordmetrica.com/en/web/oxford-metrica.aspx
Sam Shelton, Senior PR Manager
Fortuna Asset Management Communications Ltd.
Tel: (+44) 07540336998