A Measured Approach to China: Insights for Emerging Markets Investors
It is tempting to follow the crowds to extremes when investing in China. The past 24 months alone have seen dramatic swings in investor sentiment, including a 2021 exodus and an early-2023 rally, making it difficult for investors to navigate the market with confidence.
But, as they write in this edition of Lazard Insights, the Lazard Emerging Market Equity Team does not believe extreme approaches will benefit investors in the long term.
In their view, identifying the most attractive opportunities in China requires an active approach that targets specific companies with a specific set of characteristics, including high and sustainable levels of financial productivity.
Read the report here.
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