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Based on research by:
The Economist Intelligence Unit

China Icebergs: Forces That Could Reshape the World

China Icebergs: Forces That Could Reshape the World China Icebergs: Forces That Could Reshape the World

What do flying driverless taxis, disease diagnoses by artificial intelligence, and ride-hailing mobility services have in common? They’re existing businesses breaking the surface of China’s fast-growing consumer driven market – with the potential to drive change across the world.

China’s growth story is irresistible. Everyone has seen the hockey-stick growth charts. But the sprint from a near-zero share of the world economy to the current 15%1 can be difficult to grasp from outside perspectives.

PineBridge Investments presents a bespoke study, written by The Economist Intelligence Unit, uncovering burgeoning trends, firms, and drivers about to break through the surface – and why having onshore expertise is critical.

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1 Economist Intelligence Unit, as of 30 June 2019.

China Icebergs: Forces That Could Reshape the World

Featuring: Chibo Tang, Partner at Gobi Partners, General Partner for the Alibaba HK Entrepreneurs Fund

Whether it’s companies trying to address the Chinese market, or Chinese entrepreneurs bringing business models to markets elsewhere, Chibo Tang shares what China’s evolving labor force, emerging middle class, and advanced digitization means for growth – from the country’s budding tier 2 and 3 cities to the rest of the world.

China Icebergs: A Path of Evolution

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Opportunities Under the Surface

Like icebergs, there are deeper trends today that have the potential to create vast opportunities as they fully come to the surface. Here, we explore where these trends could take China and the world.

People x Technology: This sums up the underlying forces set to reshape China and the world. At its core, China has an increasingly affluent society – potentially the world's largest middle-class population – that is highly adaptive to new technology. Adding to this are rising global technological ambitions, particularly in artificial intelligence, that envisage a scenario of China as a formidable technology center. The immensity of change and opportunity becomes more visible the deeper we explore.

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Iceberg #1

The Rise of New Growth Centers

Iceberg #1
Iceberg #2

Consumption at Scale

Iceberg #2
Iceberg #3

Compounding Technological Advances

Iceberg #3
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Exclusive Interview

From Onshore Trends to Onshore Opportunities

Featuring Hanqing Tian, CIO of Huatai-PineBridge – one of China’s largest active quant managers

Today, China’s contribution to global GDP is second to none.2 China’s shift to a new economic era, combined with increasingly liberalizing capital markets, is presenting unprecedented opportunities for investors, particularly in alpha generation.

Watch as Hanqing Tian, chief investment officer of Huatai-PineBridge, one of China’s largest active quant managers, showcases the exciting trends unfolding in this market.

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2 Source: Economist Intelligence Unit 2018 estimates.


We believe there is no one-size-fits-all approach to investing in China A-shares. We offer fundamental and quantitative strategies, informed by our onshore team of experts, to suit different investor objectives.

PineBridge China A-Shares Fundamental Stategy

Capture alpha opportunities from market inefficiencies through research-driven, bottom-up stock selection

PineBridge China A-Shares Quantitative Strategy

Generate active returns using a risk-controlled quantitative stock selection model with fundamental inputs

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Source for the Best Emerging Paper 2019 Award: Savvy Investor as of 09 December 2019. Based on a list of over 500 of the highest rated, most read and member-nominated papers on Savvy Investor, which are then analysed in detail to select winners in each category. For further information on the KPIs used to assess Content Quality, please see p19 of Investment Content Quarterly report published by Savvy Investor.

Any opinions, forecasts and forward-looking statements are valid as of the date indicated and are subject to change. For illustrative purposes only. We are not soliciting or recommending any action based on this material. Views are based on third-party data that has not been independently verified.