Opportunities in China Amid the Trade War

By Patricia Ribeiro - October 2019

Trade war or no trade war, we continue to find good opportunities in China. How? My team looks for companies showing solid growth and earnings acceleration—and there are plenty of them.

In fact, our portfolio is overweight China, and we see even more opportunities should we decide to increase our position. Consumer demand in China is still very strong and the economy is still growing. High-end automobiles, real estate, infrastructure and education are all areas with the growth characteristics we seek.

This isn’t to say that the trade war is irrelevant; there will always be challenges in emerging markets. But even with trade and geopolitical conflicts, we’re confident we can identify resilient companies that can do well regardless of the environment.

In my latest video, I share an inside look at our approach, including examples of businesses in China benefiting from strong demand.

Transcript

Patricia Ribeiro
Sr. Vice President
Sr. Portfolio Manager
Emerging Markets Equity

Insights From Our CIOs

Get additional insights in our latest Investment Outlook.

Discover More
  • Related Articles
  • More From Author

The Monthly Monitor

This timely update provides insights into health care sector stock performance and social impact themes related to U.N. Sustainable Development Goal 3 (Good Health and Well-Being).

Revisiting the Active/Passive Debate

We believe active outperformance results from making investment decisions within the context of a company’s stage of development—rather than in isolation over a short horizon—and supported by differentiated, rigorous fundamental research.

Quarterly Earnings Watch

Laura Granger, CFA, and Jonathan Bauman, CFA, review and analyze corporate earnings reports and management commentary driving global equity markets.

    Sustainable Investing in Emerging Markets

    There's a lot of talk about ESG investing. However, few managers have focused on emerging markets—and that's where we see a lot of potential.

    Trailblazing through Emerging Markets

    Get to know Patricia Ribeiro, head of the American Century Investments emerging markets equity team.

    COVID-19 Changes Will Affect Emerging Markets Investment Opportunities Beyond Technology

    New investment opportunities in emerging markets (EM) are resulting from the coronavirus pandemic’s impact on consumer behavior.

      International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.

      Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

      The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

      FOR INSTITUTIONAL USE ONLY | NOT FOR PUBLIC USE