• Rathbones’ David Coombs is head of multi-asset investing, overseeing $3.2 billion in assets.
  • Coombs sees Chinese government debt as a safe-haven asset, explaining how he uses it.
  • He breaks down the 4 strategies he uses to invest in Chinese markets, and 3 stocks he’s betting on.

For willing investors, Chinese markets are full of opportunity with skyrocketing technology companies like Alibaba and Tencent in the mix.

Since 1978, Chinese markets have slowly opened to foreign investors. But market players are coming to terms with the very unique climate they face, namely, the ever-present state. This means strategies must be used over a scattergun approach.

Even the hottest names are not immune from the pressure. For example, Ant Group, the Chinese fintech the billionaire Jack Ma runs, had its initial public offering abruptly cancelled days before its planned flotation after state officials derailed the process. This was a stark reminder to several big Western investors of the crippling power the Chinese government still has.

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