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

Trailblazing through Emerging Markets

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

The Ongoing Rise of Tesla

Find out why we view Tesla as a transformative technology company positioned for growth well into the future.

Slower Growth and Market Returns in 2019

Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.

    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.

    Why Alignment with the SDGs Is Crucial When Investing in Developing Economies

    At American Century Investments®, we think impact investing using the U.N. Sustainable Development Goals (SDG) framework is especially crucial in emerging markets (EM).

      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