What will the year of the rabbit bring for China’s investors?
Sat Duhra, Portfolio Manager of Henderson Far East Income highlights what the Year of the Rabbit could bring for investors.
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- China’s long-awaited reopening will release pent-up demand for travel and services, benefiting beaten down sectors such as retail, hospitality and technology and boosting countries that rely on Chinese trade and tourism.
- We have been increasing our exposure to sectors and companies that are set to benefit from long-term structural growth trends, including the need for a more robust infrastructure and increased consumer spending on domestic producers of goods and services.
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
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