John Lin

China’s economy continues to struggle, but equity investors can find long-term opportunities in pockets of the markets.

As more Chinese companies get comfortable paying dividends, investors may find new sources of equity return potential.

US elections could create fresh trade friction, increasing the impetus for Chinese companies to relocate key operations.

Investor sentiment toward China has soured after a tough year for the economy and stock market. But the painful economic transition is also creating real opportunity.

In an era of new economic challenges, we expect value investing to trump growth-oriented strategies for investors in Chinese equities.

Differentiated insights into China’s fast-evolving domestic equity market from portfolio manager John Lin

The global transition to a greener future requires Chinese companies. Investors should take a closer look.

As China rapidly reopens its economy, attractive opportunities will surface—particularly for investors who understand the country’s policy nuances.

With the right policy guidance and financing, state-owned enterprises can help China make progress in its green reform agenda.

Chinese stocks have been staging a comeback that contrasts with market declines in most of the world. Fiscal spending and green reforms could provide more fuel for equities.

While developed countries shape climate agreements, it's China's participation that matters most and will impact both climate change and investments.

Chinese stocks have tumbled amid a regulatory crackdown on education and technology companies. We believe the risks are less acute in the onshore A-share market.

China’s 2060 carbon-neutral framework reveals how Beijing envisions the country’s economic future. As efforts to generate more sustainable growth progress, the transition to a greener economy will create diverse new investment opportunities.

As China begins the year of the Ox, many investors are wondering whether another bull run is possible in 2021. Given that last year's rally was extremely narrow, we believe many parts of the market still offer pent-up recovery potential.

Chinese stocks have been resilient this year because of relatively modest earnings downgrades amid an early recovery from the virus-induced shock.

Tensions between the US and China are flaring up again. With pressure mounting on Chinese stocks listed in the US, including those widely held in emerging-market portfolios, investors need to consider how to prepare for the mounting risks.

The current market outlook is bleak. But if the US and Europe take the right steps and follow China’s playbook, we believe the world could ultimately follow the Chinese markets’ road to recovery.

Growing fears about the coronavirus have hit Chinese stocks. While markets will remain unstable until China gets the outbreak under control, equity investors should revisit lessons from previous epidemics and consider the potential longer-term effects of the current crisis.

Now that the US and China have agreed to begin easing trade tensions, the fog over China's markets is starting to lift. Investors should consider Chinese equity opportunities that have been overlooked because of tariff fears.

China is the world's second-largest economy, but its equities are underrepresented in market indices and portfolios worldwide. With a growing stock market capitalization—and more inflows expected from greater index inclusion—foreign investors should take a closer look.

Complex ties between US and Chinese technology sectors are being tested by trade war tensions. But some steps taken by the US against Chinese multinational giant Huawei Technologies could backfire and spark a new phase of development for the Chinese technology sector.

The China of 2019 is a different country than it was in 2009, when AllianceBernstein first began investing in Chinese onshore equities, also known as A-shares. Consumers, rather than investment, increasingly drive China's economic growth, while its domestic stock market has opened to foreign investors and the country's fundamental relationship with the United States has changed irreversibly.

China's rise as a preeminent economic power makes it impossible for globally minded investors to ignore. With the integration of China's domestic-listed equities and bonds into major global indices, the potential of investing in the broad economy is increasingly opening to the world.

African swine fever is ravaging China's pork supply and having a global impact on protein prices. For equity investors, the crisis serves as a reminder that even amid trade-war uncertainty, research into domestic trends can help investors access the country's vast stock market.

Last October, we travelled to Wuhu in the eastern Anhui province, about 350 kilometers from Shanghai. When we woke up and looked out the hotel window, the thick gray smog that covered the city provided a potent reminder of one of China's most vexing problems: air pollution.

After MSCI decided today to boost the allocation to Chinese onshore stocks in its emerging-market indices, global investors are likely to pump more money into the market. But watch out for crowds. Flows into China are concentrated in a small group of large-cap stocks.

The Chinese stock market is changing at breathtaking speed and is on track to reach maturity faster than any other in history. Global investors have been reluctant to dive in, but there are good reasons to get acquainted with the companies serving the world's second-largest economy.

Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It's time for the ailing market to take some medicine.

China's markets are opening to the world-but be aware of the potential for unintended consequences. As more money flows into domestic Chinese stocks from abroad, more money is also flowing out of China, which may trigger volatility in regional markets.

President Trump's plans for tariffs on about $60 billion of Chinese imports have rattled equity markets. Investors should begin to study which types of industries, countries and companies could win or lose if an all-out trade war erupts.

As the Chinese New Year begins, investors will welcome the year of China A-shares, soon to be included in the MSCI emerging-market (EM) benchmarks. But put careful consideration into determining which funds are actually ready to join the festivities.

China is dropping its focus on "dirty" industrial growth, while making a massive shift toward renewable energy and a less resource-intensive path to economic success. This reorientation could open up substantial opportunities for equity investors.

MSCI has announced that China A-shares will be included in its emerging-market index next year, as we anticipated. Now, global equity investors need to consider how to access the vast universe of stocks traded onshore in China.