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Thurston: The China A-Share market provides a great opportunity to play into two investable themes of China. Number one: emerging consumer. Emerging consumer remains the most attractive growth opportunity in China. Secondly, China also has a great opportunity in terms of innovation.
Preyss: When we visit companies on the mainland, it's clear China's quickly transitioning from “Made in China” to “Invented in China.”
Thurston: China is one of most innovative countries in the world in terms of capital investment, entrepreneurship, and technology advancement. China A market provides a great access to a few very innovative industries across different sectors, such as artificial intelligence, smartphone supply chain, solar.
Preyss: We are seeing very rapid technological innovation and accelerating growth in many Chinese industries, such as IT, healthcare, robotics, and renewable energy. These are some of the most compelling long-term investment themes in the China A-Share market today.
Casey Preyss, CFA, Partner, Portfolio Manager & Vivian Lin Thurston, CFA, Partner, Global Research Analyst, William Blair