Navigating The Investing Complexities Of China

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Includes: CHN, CN, CXSE, FCA, FXI, FXP, GCH, GXC, JFC, MCHI, PGJ, TDF, XPP, YANG, YAO, YINN, YXI
by: Robert W. Baird & Co.

Summary

After a rapid industrial transformation, China is too big and important for investors to ignore but sits at a crossroad that presents opportunities among some significant risks.

Investing success will require an understanding of China’s long-range plans and politics, currency, and key trends/concerns in order to truly understand long-term fundamentals that will benefit equities.

It is paramount for investors to find companies that not only benefit from favorable trends but also have sizeable competitive advantages and high-quality fundamentals.