Why Now?
Hard landing? Not even close.
China's GDP growth is stabilising. The country is riding on the dual trends of a growing tech and consumer culture.
From almost nowhere, its private companies are becoming world-beaters in high-growth tech sectors, from smartphones to civilian drones, e-commerce to ride-sharing.
Impending inclusions of Chinese equities and bonds to global indices will bring new investment ideas, and integrate its massive capital markets with the global financial system.
Even if you have shied away from China, its evolving story will impact your portfolio.
The time has come to put China on your watchlist; understand the dynamics that are driving New China.