ETF connect will provide another valuable channel to facilitate capital flows between HK and mainland markets, says our portfolio manager Robert Chen.

Index provider is expected to increase China weighting despite governance worries.

Recent tax cuts may help boost consumer spending, say portfolio managers at Harvest Global Investments. They say this, plus low household debt and innovative internet financing, could help fuel long-term outperformance from Chinese equities.

The inclusion of China bonds in the Bloomberg Barclays Global Aggregate index will draw in more global investors, says Thomas Kwan, our Chief Investment Officer in an interview with Financial Times.