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.