In this video, China equities portfolio manager May Ling Wee shares the reasons why despite a slowing economy, geopolitical adversity and ratcheting down of global growth expectations, there is evidence that China can weather the turmoil. May Ling also discusses sectors that are offering attractive investment opportunities.
This video was recorded in November 2019.
- China remains resilient because it has a huge domestic market, is a major global exporter and is also investing and manufacturing in other emerging markets
- The trade war is also about technological supremacy; therefore China is accelerating moves to become self-reliant, especially in technology
- While consumption in China remains the main investment thesis, there are also emerging opportunities in areas such as industrial automation, AI and robotics