Enter the dragon, via Hong Kong

Barings continues to see the greatest value in Chinese equities listed in Hong Kong, but also invests in shares listed on the A market, the long-only Chinese stock market to which foreign investors have limited access. It currently has around 9% of its portfolio invested in the A market, according to Khiem Do, head of Asian multi asset at Barings in Hong Kong.

In order to hedge exposures in the A market, investors may short an ETF of the index, he notes. There has been a lot of activity in

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