Erste Asset Management Investment Blog

China 2021 – the year of the ox

China 2021 – the year of the ox
(c) unsplash

Based on the lunar calendar, the Chinese zodiac is a repeating cycle of 12 years, with each year being represented by an animal. 2021 is the year of the ox, which is associated with strength, harvests and fertility. After the turbulent year 2020, there are good reasons to look forward to returning to normalcy and development in the year of the ox. This is particularly true for China.    

Pandemic in China largely under control

Thanks to the effective response including lockdowns and massive tests, China has brought the epidemic largely under control. China follows a “zero corona” policy, which helped bring cases through local transmission down to zero by summer 2020. Authorities have also acted quickly to curb a few local outbreaks during the winter. As a result, life in China has broadly returned to normalcy, with people coming back to work and students returning to schools. Vaccinations against COVID – 19 are underway across the nation, as China aims to vaccinate 50 million of its population by the Lunar New Year in February. Masks and Contact-Tracing Apps are standards in the new normal life in China, and are important tools helping the country to stay ahead of the COVID – 19 curve.

Economy recovers thanks to exports and consumption

The successful containment of COVID-19 and targeted policy supports enabled the V-shaped recovery of China’s economy. China’s GDP expanded by 2,3% in 2020 and marked China as the only nation with positive 2020 growth among major world economies. The growth recovery was broad-based, led by investment and exports activities initially, and extended to consumption space a few months later. As the coronavirus spread across the globe, manufacturing capacity outside China started to fall apart. This strengthened China’s role as the manufacturing hub of the world. Chinese companies are making up a greater share of the world’s exports, manufacturing personal protection equipment, consumer electronics and other goods in high demand during the pandemic.

Chinas Economy to double by 2035

China’s economic strength is expected to continue into 2021, led by global recovery and domestic consumption. The International Monetary Fund (IMF) projects China’s 2021 growth at 8,1% and 5,6% in 2022. 2021 is the start year of China’s 14th Five-Year Plan, the year to move into the next stage to develop a high-income society, with the new objective of doubling GDP by 2035. Economic rebalancing towards consumption, services and greener growth is on the top of the government agenda. Consumption is expected to revive with both employment and income growth to recover further, especially after vaccines are available. Beside economic rebalancing, China also sets a long-term ambitious goal of “carbon neutrality” by 2060. Various policies related to energy consumption and carbon emission can be expected.

Uncertainty factors credit quality and human rights

Uncertainties remain in the path to China’s growth. On the domestic front, fiscal consolidation and credit slowdown could lead to a deterioration in credit quality. Defaults and nonperforming loans (NPLs), especially among small and medium-sized enterprises (SMEs), local state-owned enterprises (SOEs) and some local government financing vehicles (LGFVs) could potentially rise.

On the external front, the super-power competition between the US and China will continue to dominant the headlines. As the Biden administration will likely work with its allies to deal with China, the competition for cooperation with the rest of the world could intensify. The confrontation in ideology-related areas such as democracy and human rights could further escalate. US technology restrictions and decoupling pressures may also lower China’s potential growth.

Conclusio:

There are some obstacles ahead for China, however, the bottom line is that China is poised to continue to grow in 2021 while the rest of the world still struggles to bring the coronavirus under control. After all, the year of the ox shall be a better year-  for China and for the world.

IMF World Economic Outlook Update, January 2021:

Source: International Monetary Fund (IMF)

Investment funds for investing in China/Asia

ERSTE STOCK EM GLOBAL

In the last 10 years, the stock markets of the established markets have performed significantly better than those of the emerging markets. This could reverse in the current decade. There are good reasons to expect strong growth in the emerging markets: Besides the economic recovery after the end of the pandemic, which is already strong in China, it is the significantly lower valuation of companies and the low key interest rates in many markets such as Thailand and South Korea.

ERSTE STOCK EM GLOBAL offers the opportunity to invest broadly in equities from the world’s most promising growth regions. Equities from China and Asia (e.g. Taiwan, South Korea) currently account for more than 80% of the portfolio. The most important sector is information technology, but companies from the mining industry and consumer stocks, which profit when the global economy picks up again, are also well represented.

Note: Past performance is no reliable indicator for the future development of a fund.

ERSTE BOND CHINA

There is hardly any money to be made with euro government bonds for the moment. Yields have fallen so much that even long-dated papers cannot come close to compensating for inflation. Many investors are asking themselves where there are still bonds with good credit ratings and attractive yield opportunities in this difficult environment?

ERSTE BOND CHINA offers an interesting investment opportunity with a focus on Chinese government bonds. The fund invests primarily in a diversified portfolio of government bonds with different maturities denominated in the currency yuan (renminbi). Ten-year papers from the People’s Republic yield a good 3.1% (source: Bloomberg, 29.1.2021), i.e. considerably more than government bonds from Europe, which are considered safe. And China is also a good borrower. The rating agencies Standard & Poors and Fitch give the country a credit rating of “A+”. Moody’s currently gives it an “A1”.

Note: Past performance is no reliable indicator for the future development of a fund.

Legal note:
Prognoses are no reliable indicator for future performance.

RESPOND TO THE ARTICLE

WICHTIGE RECHTLICHE HINWEISE

This document is an advertisement. Unless indicated otherwise, source: Erste Asset Management GmbH. The language of communication of the sales offices is German and the languages of communication of the Management Company also include English.

The prospectus for UCITS funds (including any amendments) is prepared and published in accordance with the provisions of the InvFG 2011 as amended. Information for Investors pursuant to § 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH pursuant to the provisions of the AIFMG in conjunction with the InvFG 2011.

The currently valid versions of the prospectus, the Information for Investors pursuant to § 21 AIFMG, and the key information document can be found on the website www.erste-am.com under “Mandatory publications” and can be obtained free of charge by interested investors at the offices of the Management Company and at the offices of the depositary bank. The exact date of the most recent publication of the prospectus, the languages in which the key information document is available, and any other locations where the documents can be obtained are indicated on the website www.erste-am.com. A summary of the investor rights is available in German and English on the website www.erste-am.com/investor-rights and can also be obtained from the Management Company.

The Management Company can decide to suspend the provisions it has taken for the sale of unit certificates in other countries in accordance with the regulatory requirements.

Note: You are about to purchase a product that may be difficult to understand. We recommend that you read the indicated fund documents before making an investment decision. In addition to the locations listed above, you can obtain these documents free of charge at the offices of the referring Sparkassen bank and the offices of Erste Bank der oesterreichischen Sparkassen AG. You can also access these documents electronically at www.erste-am.com.

N.B.: The performance scenarios listed in the key information document are based on a calculation method that is specified in an EU regulation. The future market development cannot be accurately predicted. The depicted performance scenarios merely present potential earnings, but are based on the earnings in the recent past. The actual earnings may be lower than indicated. Our analyses and conclusions are general in nature and do not take into account the individual characteristics of our investors in terms of earnings, taxation, experience and knowledge, investment objective, financial position, capacity for loss, and risk tolerance.

Please note: Past performance is not a reliable indicator of the future performance of a fund. Investments in securities entail risks in addition to the opportunities presented here. The value of units and their earnings can rise and fall. Changes in exchange rates can also have a positive or negative effect on the value of an investment. For this reason, you may receive less than your originally invested amount when you redeem your units. Persons who are interested in purchasing units in investment funds are advised to read the current fund prospectus(es) and the Information for Investors pursuant to § 21 AIFMG, especially the risk notices they contain, before making an investment decision. If the fund currency is different than the investor’s home currency, changes in the relevant exchange rate can positively or negatively influence the value of the investment and the amount of the costs associated with the fund in the home currency.

We are not permitted to directly or indirectly offer, sell, transfer, or deliver this financial product to natural or legal persons whose place of residence or domicile is located in a country where this is legally prohibited. In this case, we may not provide any product information, either.

Please consult the corresponding information in the fund prospectus and the Information for Investors pursuant to § 21 AIFMG for restrictions on the sale of the fund to American or Russian citizens.

It is expressly noted that this communication does not provide any investment recommendations, but only expresses our current market assessment. Thus, this communication is not a substitute for investment advice, does not take into account the legal regulations aimed at promoting the independence of financial analyses, and is not subject to a prohibition on trading following the distribution of financial analyses.

This document does not represent a sales activity of the Management Company and therefore may not be construed as an offer for the purchase or sale of financial or investment instruments.

Erste Asset Management GmbH is affiliated with the referring Sparkassen banks and Erste Bank.

Please also read the “Information about us and our securities services” published by your bank.

Subject to misprints and errors.

Beitrag teilen:
Exit mobile version