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Investment Event - Regulatory fine-tuning in China

Regulatory uncertainty weighs on Chinese equities
27 July 2021
    Download the full reportPDF, 755.24KB

    Key takeaways:

    • Regulatory fine-tuning is related to the government’s priorities to ensure high-quality, inclusive and sustainable growth
    • The latest changes to education policy follow other revisions for internet and digital platforms
    • Uncertainty about the regulatory landscape is likely to linger for the remainder of the year
    • Regulatory uncertainty is a potential headwind to Chinese equity performance, although positives include contained Covid-19 risks, steady macroeconomic performance, and under-allocation from global investors