Two Investable Themes in China

The China A-Share market presents a compelling opportunity for quality growth managers, with note two investible themes: a growing middle class and healthcare spending growth.

Theme #1: Growing Middle Class
The growth of China’s middle class is a well- known theme among emerging market investors, and we believe there is still substantial growth potential in Chinese domestic consumption. With this as a backdrop, there are a number of consumer-related opportunities in China.

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