MARKET INSIGHTS & ETF SOLUTIONS
11/23/2020
Why We Are Still Optimistic on China's Internet Companies
Most of the recent commentary surrounding Ant Group and the antitrust regulations that will impact Chinese companies focuses on party intrigue and palace gossip. While interesting, this type of commentary does not help us understand the broad Chinese economic system, nor prepare us for the future competitive dynamics between the U.S. and China.
In this analysis, Liqian Ren discusses the timing of Ant Group's IPO and how investors can access non-state-owned Chinese companies to provide a cross section of China’s growth potential, with an emphasis on technology and consumer-oriented companies.