Discovering opportunities
and trends in the new China

China is now one of the main players in the world economy, driven by consumption and technological innovation. In order to invest in this country, it is not enough to find out about it from the outside, it is necessary to understand it and know its origins.

In the last decade China has entered a new era, with less rapid growth than in the past but more economically sustainable1.

An era driven by internal consumption and technological innovation, favoured by a gradual opening up to the outside world. China is also experiencing a real demographic revolution, with the rise of the middle class, an ageing population and the biggest urbanisation phenomenon in history. A mix that offers different opportunities to investors and companies that will be able to take advantage of these trends.

Chinese consumers are the driver of the world economy and help generate about 3/4 of China's growth.
$277 billion
High spending by Chinese tourists in 2018, more than double that of US tourists
Source: UNWTO.

CONSUMPTION AND SERVICES

By 2025 China will become a hi-tech superpower and is already the largest high speed mobile payments market in the world.
82%
Companies that must be connected to the ultra-broad band by 2025
Source: Made in China 2025.

TECHNOLOGY AND INNOVATION

China's rapid development is recognised as one of the most important events in the world’s economic history.
28%
China's contribution to global GDP growth
Source: International Monetary Fund.

MARKET ECONOMY

Two profound changes are taking place in China: the rise of the middle class and the rapid ageing of the population.
246.9 million
The population over 65 years of age expected by 2030
Source: UN, World Population Prospects.

SILVER ECONOMY AND MIDDLE CLASS

From an agricultural society to the realm of megalopolises: China is experiencing the greatest internal migration phenomenon in history.
350 million
People who will migrate to cities by 2025
Source: McKinsey Global Institute.

URBANISATION

Our presence in China

To find interesting investment opportunities it is not enough to find out about a country, you need to know it and understand its origins. This is even more true when you consider a geographical area where enormous economic and socio-demographic changes are taking place.

Our subsidiary - Eurizon SLJ capital LTD - thanks to the experience of its CEO and portfolio manager, has enabled us to improve our knowledge of this market, where we do business through our partnership with one of the largest players in the Chinese asset management industry2, Penghua Fund Management, and the creation of Eurizon Capital Asia LTD, a centre of excellence to support our presence in Asian markets.

  • London
    Eurizon SLJ
    Capital LTD

    Emerging market specialists
    Team of emerging market investment and research specialists work together towards creating robust strategies for specific objectives.
  • Shenzhen
    Penghua Fund
    Management
    (49% owned by Eurizon)

    Over €99 bn3
    The assets of Penghua, one of China's leading asset management operators.
  • Hong Kong
    Eurizon Capital
    Asia LTD

    2015
    The year of birth of the company, which aims to support Eurizon's presence in Asia.

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Learn more about macroeconomic and microeconomic issues on Chinese world
  1. Source: Eurizon SLJ Capital internal processing on MaGE model data, CEPII, Datastream, Wind.
  2. Source: Galaxy Security.
  3. Source: Eurizon Capital SGR internal processing, data as at 30 September 2020.

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