In this update, we highlight some of the key areas that investors should be aware of when investing in China’s state-owned sector and a brief history of China’s state-owned enterprise reforms.

Just as there are good and bad investment opportunities in the private sector, so it is in the state-owned sector. Ruling out state-owned enterprises from the investible universe would leave little investment opportunity for asset owners, especially in China, where state-owned enterprises still play an important part of the economy.

In this update, we highlight some of the key areas that investors should be aware of when investing in China’s state-owned sector and a brief history of China’s state-owned enterprise reforms. We also include the latest investment highlights from the First State China portfolios.

 

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