Wilfred Sit is chief investment officer for Asia at Baring Asset Management. Based in Hong Kong, his specialisation is equities, particularly for Greater China. He spoke with Jame DiBiasio about post-crash opportunities in the A-share market.
What kind of exposure do you have to China A shares
We have a dedicated A-share fund. Our other portfolios don’t have a lot of exposure because it’s difficult to get access.
Do you manage onshore China stocks any differently to stocks in other markets
No. Our style is quality Garp’ growth at a reasonable price. We focus our China portfolio on quality stocks. Our strategy...