China: Why Now?

Dave Donabedian, CFA
April 30, 2019

We look at the data underlying China’s slowing growth and what this means for the country’s economic future.

If you pay attention to sensational news headlines and sound bites, you may be convinced that China is no longer the global force it used to be. Fifteen years ago, The New York Times first referred to the 21st century as the Chinese Century. More recently, however, headlines related to China have warned us about bubbles bursting, slowing economic growth, and hard landings. Has China lost its influence as a player in the global economy, and consequently, its appeal as a long-term investment opportunity?

In the Spring 2019 issue of The Advisor, we look at the data underlying China’s slowing growth and what this means for the country’s economic future. We also engaged Andy Rothman, an investment strategist at Matthews Asia with extensive experience studying China, to contribute his thoughts on China and the investment opportunities it presents. To learn more, read our featured article, China: Why Now? Or, listen to the audio excerpt from this interview.

Dave Donabedian, CFA, is chief investment officer of CIBC Private Wealth Management, serving in that capacity since 2009. His responsibilities include chairing the Asset Allocation Committee, as well as providing oversight of internal investment strategies and the external manager selection platform.