John Lin

John Lin

Portfolio Manager—China Equities

13 Years at AB
17 Years of experience

John Lin has been a Portfolio Manager of China Equities since 2013, responsible for managing the China A Shares Value Portfolios and the China Opportunity Fund. He also serves as a Senior Research Analyst, responsible for covering financials, real estate and conglomerate companies in Hong Kong and China. In 2008, Lin relocated to Hong Kong, where his research coverage included Asian financials, real estate and telecommunications services companies. He joined the firm in New York in 2006 as a research associate, covering consumer services companies for US Small & Mid-Cap Value Equities. Previously, Lin was a technology, media and telecom investment banker at Citigroup. He holds a BS (magna cum laude) in environmental engineering from Cornell University, and an MBA from the Wharton School at the University of Pennsylvania, where he earned the distinction Graduation with Honors. Location: Hong Kong

The Trade War Could Be a Blessing in Disguise for China’s Tech Sector
Evaluating the Effects of China’s Pork Crisis
Is the China Rally Real?

Is the China Rally Real?

by John Lin
The China A-shares market fell 33% last year as a multitude of concerns—trade wars, slowing economic growth, tightening monetary policies, and political rhetoric—converged. But in an about-face, the Chinese market is the best performing global market this year, up just over 33% through April. This turnaround has investors wondering if the rally is sustainable. We think it is.

Capital Markets Outlook, Emerging Markets, Equities


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Avoid the Crowds in Chinese Stocks

Avoid the Crowds in Chinese Stocks

by John Lin, Stuart Rae
After MSCI decided today to boost the allocation to Chinese onshore stocks in its emerging-market indices, global investors are likely to pump more money into the market. But watch out for crowds. Flows into China are concentrated in a small group of large-cap stocks.

Equities


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No more ‘Wild East’: China’s Stock Market Is Growing Up Fast
Opportunity Amid the China Slowdown

Opportunity Amid the China Slowdown

by John Lin
The slowdown in Chinese economic growth, exacerbated by the tariffs imposed by the US, and its negative effect on the earnings of companies around the globe, has received significant attention recently. Nonetheless, we believe that an allocation to Chinese stocks remains a highly attractive opportunity for long-term investors who are comfortable with volatility.

Emerging Markets, Wealth Planning


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China’s Leapfroggers Shape the Investing Landscape
Will China Export Volatility as Equity Markets Open?
Can Investors Make Money in a US–China Trade War?
China A-Shares: Is Your Emerging-Market Manager Ready?
China: A Green Giant in the Making
Exploring Routes to China After MSCI A-Shares Move
Gently Does It: Waking China’s Sleeping Equities Giant

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