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Guinness China's investment thesis on 002236.SZ ($002236.SZ) — Q2 2026 | Buyside Digest

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$002236.SZNASDAQ002236.SZ

NEUTRAL

Guinness China—002236.SZ

Fund Letter

Q2 2026

Published July 22, 2026

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$17.02USD

—

$17.02Pitched

+0.0% since pitch

Market Cap$55.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Guinness China A Share Fund rose 8.9% in Q2 2026 but underperformed its benchmark by 8.3 percentage points as the onshore market was dominated by AI-related technology stocks. The MSCI China...

— Sharukh Malik, Edmund Harriss

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