A common approach for the type of longer- term, patient capital synonymous with European pension funds, is to pinpoint key sectors as they strive to capitalise on continuing reforms and liberalisation measures to grow their China exposure as market access widens.

Focusing on short-term fluctuations in, for instance, asset prices and GDP growth misses the fact that China will continue to drive global growth for many years to come. Some funds with this conviction are even going a step further, planning standalone investment strategies and allocations.

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