Emerging Markets

China outlook – February 2021

Quick to get the pandemic under control, with stronger and more decisive action than the majority of other nations, China’s economy has recovered faster and stronger than most. While challenges remain, China continues to diversify their economy and the spending power of the middle class continues to grow. There are many reasons why the outlook is bright for China, not least the most recent Five-Year-Plan with an increased focus on sustainability. Opportunities abound for long-term investors to capture the returns generated by businesses that benefit from these structural changes.
February 2021

Risk Disclaimer

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.

The information, opinions estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

China: The outlook is bright for longer-term investors

Quick to get the pandemic under control, with stronger and more decisive action than the majority of other nations, China’s economy has recovered faster and stronger than most. While challenges remain, China continues to diversify their economy and the spending power of the middle class continues to grow. There are many reasons why the outlook is bright for China, not least the most recent Five-Year-Plan with an increased focus on sustainability. Opportunities abound for long-term investors to capture the returns generated by businesses that benefit from these structural changes.

Risk Disclaimer

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.

The information, opinions estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

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