Edison issues review on Baillie Gifford China GT
London, UK, 2 December 2022
Edison issues review on Baillie Gifford China Growth Trust (BGCG)
Baillie Gifford China Growth Trust (BGCG) invests in China, aiming to capture current trendsetters and spot future potential market leaders, for a long-term time horizon (typically over five years). Despite negative newsflow about China over the last year and a half and the recent political changes, interpreted by the world investment community as the prevalence of ideology over economic principles, the investment manager, Baillie Gifford (BG), believes that the investment case stands firm. A greater focus on self-sufficiency, productivity and innovation in China should support domestic opportunities in certain key sectors, including renewable energy, software and technology. The new phase of development may reward patient investors who see the big picture of Chinese growth.
While foreign investor confidence has been further shaken by recent political events in China, after President Xi Jinping secured his third term in October, we believe that investment diversification principles remain. The investment manager emphasises that BGCG only suits investors with a high risk appetite. A long-term view and capital commitment are crucial. Amid persistent market volatility, BGCG has positioned itself to realise the high-return potential in the equity market of the second-largest world economy over the cycle. BG has a team based in Shanghai, and engages with the in-house ESG team and companies regularly.
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