As China welcomes in the Lunar New Year, Charlie Awdry, China equities portfolio manager, talks about the impact of the recent trade deal and portfolio positioning.

    Key takeaways

  • Investors relieved about a phase one trade deal, but much work to be done in the coming years
  • Signs of a Chinese cyclical economic recovery, keeping an eye on the new coronavirus outbreak
  • We continue to be highly selective in consumer sectors, and are avoiding banks