With unique characteristics of the Greater China region, investors may tap onto the most dynamic growth trends.
Great potential from the world’s second-largest economy^ with 1.4 billion population.
Hong Kong equities
A global financial hub led by international banks and insurance giants, plus the property developers.
A market dominated by world-class IT manufacturers.
^ Source: IMF, as of July 25, 2023. In terms of nominal GDP.
* Due to rounding, the total may not be equal to 100%. References to securities are for illustrative purposes only. The information does not indicate any actual portfolio holdings and it should not be taken as a recommendation to trade any security.
Greater China equities’ 10-year performance2
Given the diverse characteristics across the region, Greater China equities enable investors to tap on the most dynamic growth trend.
Greater China’s 10-year performance1
Global A.I. development is expected to change the technology landscape over the next decade. We expect Mainland China's A.I. investment to accelerate. Within the A.I. supply chain, we favor hardware and software companies as well as downstream platforms to ride on the long-term structural trend.
Source: Beijing Academy of Artificial Intelligence, February 2023.
Mainland China's authorities rolled out measures to support private enterprises, and speed up the approval of domestic gaming titles. We expect Mainland China's online gaming market to grow over the next few years.
Mainland China online gaming market4
Mainland China’s household disposable income growth should continue to drive consumptions. Premiumization is the main growth driver for Mainland China’s beer market. We expect premiumization to boost long term growth as demand increases.
Mainland China’s beer sales volume by segments5
of track record6
equity investment experts in
the Greater China region7
of assets under management8
Unless otherwise stated, all information sources are from Manulife Investment Management, as of June 30, 2023.