Why investing in China's opportunities needs a long-term view

Jack Lee, Head of
China-A Share Research

Just as investors prepared for China A-shares’ entry into the MSCI Index in August, the tit-for-tat on tariffs between the world’s two biggest nations caused global stock markets to retreat. “We still don’t know how big this will get yet,” says Jack Lee, Schroders’ Shanghai-based head of China A-share research, adding that it was quite easy for China to absorb the initial tariff package of $50 billion on Chinese goods because it is equivalent to just 2% of China’s total global exports in 2017.