China A-shares' continued strong performance has spurred some investors to consider a more active investment approach while others are more circumspect.
New MPF rules allow asset managers to access China's booming stock markets, but current high valuations are keeping investors at bay.
Asset owners outside Asia often hire Western firms to manage their Chinese equity portfolios, despite mainland fund houses’ lower charges. But there are pros and cons to weigh up.
Investors globally have been dumping Asia-Pacific equities since 2015, but data shows Chinese stocks are bucking that trend despite trade tensions and slowing growth.
The US fund house has brought in a head of business strategy and development for A-share investment as Chinese equities attract more interest from international investors.
The $33 billion retirement fund is considering setting up a standalone A-shares portfolio, as it reviews its manager structures across asset classes.