China A-Share Flash Commentary, UBS Asset Management – October 2021
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Krane-UBS China A Share Fund
Seeking to capture the alpha potential of China's A Share market by identifing high quality, industry leading companies in strategic industries:
- Focus on strategic industries that could benefit from China's structural growth and transition to services-led economy.
- Sector analysts conduct in-depth industry and company research, and the portfolio manager and analysts visit the companies in-person.
- Identify leading companies with good corporate governance, a proven business model, and solid core operations.
- Seek to maximize investment returns through our 20 to 60 "best stock ideas".
Topics:
- 5G & Semiconductors
- Artificial Intelligence
- Carbon Allowances
- China Consumer
- China Internet
- Currency
- Emerging Markets
- Energy Transition
- Fixed Income
- Future Mobility
- Future Mobility
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- Global Luxury
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- Government Policy
- Health Care
- Macroeconomic Trends
- Private Equity
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