Disruptive Reforms: China's Risks and Opportunities


April 11, 2016

There’s no shortage of negative headlines about China’s current economic woes, yet we advocate for a broader perspective. In our white paper “Disruptive Reforms: China’s Risks and Opportunities,” Stuart Rae, Chief Investment Officer of our International Strategic Equities service, joins fellow colleagues in making a balanced case for China’s prospects. Clearly, China faces some near-term challenges, but perhaps the biggest risk for investors may be underestimating China’s long-term upside potential.