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 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. 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.

CONSUMPTION AND SERVICES

Chinese consumers are the driver of the world economy and help generate about 3/4 of China's growth.

7.4%

Retail sales growth in 2023 year-on-year

Source: National Institute of Statistics.

 

TECHNOLOGY AND INNOVATION

By 2025 China will become a hi-tech superpower and is already the largest robotics market in the world.

82%

Companies that must be connected to the ultra-broad band by 2025

Source: Made in China 2025.


MARKET ECONOMY

China's rapid development is recognised as one of the most important events in the world’s economic history.

19%

China’s contribution to global GP growth

Source: International Monetary Fund.


SILVER ECONOMY AND MIDDLE CLASS

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.


URBANISATION

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.

Our fund focused on the chinese market

Our fund focused on investments in the Chinese market is designed to meet the diverse needs of investors and to offer diversification in terms of asset classes and investment strategies.
Eurizon Fund - Bond Aggregate RMB
Investing in a growing market through exposure to Renminbi-denominated bonds.
Eurizon Fund -China Opportunity
Investing in a Multi-asset strategy that leverages expertise in Chinese bond and equity instruments

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.
2016
Year of birth of the company, that can boast a highly-specialised Chinese management team with international experience 
142 billion
The assets of Penghua, one of China's leading asset management operators.

Source: Eurizon, data as at 31 January 2024.
2015
The year of birth of the company, which aims to support Eurizon's presence in Asia.

1. Source: Eurizon SLJ Capital internal processing on MaGE model data, CEPII, Datastream, Wind.
2. Source: Allocate to China, data as at 31 December 2021

Document drafted for marketing ends. Before making any investment decision and making an informed choice on the opportunity of investing, please read carefully the Key Information Document (KID), the Prospectus, the Fund Management Rules, and the subscription form. These documents describe the rights of investors, the nature of this Fund, the costs and risks it implies, and are available free of charge from the Internet website www.eurizoncapital.com as well as from distributors. The documents are available in paper format as well from the Asset Management Company or the Depositary Bank, on written request. KIDs are available in the official language of the country in which the country of distribution. The Prospectus is available in Italian and English. The Asset management Company may decide to end the provisions adopted for the marketing of its undertakings for collective investment, as per Art. 93 of Directive 2009/65/EC, and Art. 32 of Directive 2011/61/EU.
This document is not addressed to persons in jurisdictions where the offer to the public of financial products, or the promotion and placing of investment services and activity is not authorised, or to whom it is illegal to address such offers or promotions. For further information, please read the legal notices.

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