China's Growth Opportunities and Offshore Investing

What's driving markets? MSCI China Price Index 140 120 100 80 2020: Huge Stimulus, 80 Covid-19 becomes 8+% GDP growth, high export growth 19 40 20 serious Summer 2022: Slow macro recovery challenged by COVID zero and property crackdown aftereffects 2021: Economy slows in 2H21 as government uses growth 'dividend' for heavy-handed regulatory initiatives 28 Feb: Russia invades Ukraine, Omicron spreads in China 16 March: Government announcement of support for markets & economy 0 Jan '20 Apr 20 Jul '20 Oct '20 Jan '21 Apr '21 Jul '21 Oct "21 Jan '22 Apr 22 Jul 22 *

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