Fund Manager Profile: Zhang Hui Of China’s Southern Asset Management

Historically, the Chinese market has been relatively isolated from international investors, but much is changing there now, making China virtually impossible for the diversified investor to ignore.

Earlier this year, CNBC pointed to signs that Chinese regulators may start easing up on their scrutiny of companies after months of clamping down on tech firms. That could lead to new opportunities for investors.

However, investors disagree about what it could mean for Chinese stocks, particularly as China's zero-COVID policy continues, potentially for five more years. Nonetheless, some studies show that foreign investors' holdings in China as a percentage of the onshore market are growing.

Q1 2022 hedge fund letters, conferences...