Investing in China in the Year of the Horse

Harnessing opportunities in China during the Year of the Horse

In Chinese culture, the horse symbolises an energetic and dynamic spirit. After lagging many of its regional peers in returns since the beginning of the decade, investors are looking for China to build on its solid performance over the past 12 months and continue to stride forward during the Year of the Horse. Ernest Yeung, portfolio manager of the T. Rowe Price Emerging Markets Discovery Equity strategy China is certainly now back on the radar …

A steadier stride: Investing in a changed China in the Year of the Horse

Wenchang Ma, China Equity Portfolio Manager, and Alan Siow, Co-Head of EM Corporate Debt, outline why a more institutional, innovation-driven China is entering 2026 with greater stability across equities and fixed income As China enters the Year of the Horse, investors are again asking whether the animal’s attributes of powerful, dynamic energy are a fair reflection of how Chinese assets are poised to perform. Compared with 2014 – the last Year …

China market outlook: What does the year of the horse mean for investors?

Tom James China will aim to operate a ‘moderately loose’ monetary policy in 2026, as part of continued attempts to raise domestic demand Many Chinese companies are opening themselves to foreign investors in a bid to fund further research and development 2 fund ideas to gain exposure to growth and add diversity to portfolios Tom James, investment analyst, Hargreaves Lansdown: “China’s economy grew 5% in 2025, achieving the government’s target an…

Ninety One: Investing in a changed China in the Year of the Horse

Wenchang Ma, China Equity Portfolio Manager, and Alan Siow, Co-Head of EM Corporate Debt at Ninety One, outline why a more institutional, innovation-driven China is entering 2026 with greater stability across equities and fixed income. As China enters the Year of the Horse, investors are again asking whether the animal’s attributes of powerful, dynamic energy are a fair reflection of how Chinese assets are poised to perform. Compared with 2014 –…

Investing in China in the Year of the Horse

Technology and innovation present opportunities while structural reforms create a healthier, innovation-friendly investment environment