Is China Still Investable?

The video discusses the divergence in investment flows between onshore and offshore markets in China. Mainland China has seen significant inflows, surpassing 300 billion in assets under management, while offshore funds have experienced reduced inflows and outflows. Foreign investors face challenges due to geopolitical tensions and poor equity performance. However, thematic sectors like tech and anime offer growth opportunities.

What milestone did Mainland China's onshore market achieve this year?

• Celebrated 10 years of ETF Connect

• Reached 500 billion in assets under management

• Surpassed 300 billion in assets under management

• Achieved 100 billion in net inflows

How do the recent offshore fund inflows compare to three years ago?

• They have decreased drastically

• They have doubled

• They have increased significantly

• They are about the same

What is one of the main challenges for foreign investors in China this year?

• Strong currency fluctuations

• Geopolitical tensions and poor equity performance

• Lack of investment opportunities

• High inflation rates

Which sector has shown strong performance in China's onshore ETFs?

• Automotive

• Anime, comics, and games

• Pharmaceuticals

• Real estate

What thematic sector in China has seen a 30% increase?

• Agriculture

• Cloud computing and big data

• Renewable energy

• Retail