China: Resilient Despite Challenges

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.

Key Takeaways

  • China remains resilient because it has a huge domestic market, is a major global exporter and is investing and manufacturing in other emerging markets.
  • The trade war is also about technological supremacy; therefore, China is quickly moving to become self-reliant, especially in technology.
  • While the strength of the consumer base in China remains the main investment thesis, there are also emerging opportunities in areas such as industrial automation, AI and robotics.

    ABANDON YOUR DOUBTS,

NOT YOUR GOALS