Reflections on my recent visit to China

In my recent visit to China, I met with a variety of clients, as well as digital companies. In spite of the overhang of the US-China trade wars, everyone I spoke with remained optimistic about the opportunity for further investment in this important market and broadly bullish in their long-term economic outlook.

This optimism is consistent with the results of our recent China survey of more than 400 asset owners and professional investors across North America, Asia Pacific and Europe. In our survey, we found that half of the respondents have increased their investment allocations in China over the past year, and more than 60% said they expect to increase their China exposure over the next 12 months.