Evolution of the China opportunity set



In this video, Charlie Awdry, China equities portfolio manager, talking at the Janus Henderson 2019 UK Investment Conference, discusses the rapidly evolving Chinese consumer and the depth of opportunity the market affords to investors.

Key takeaways:
• The Chinese consumer remains vibrant, driven by rising income, evolving tastes and dynamic Chinese companies
• Chinese tourists are discerning consumers both at home and abroad
• A confluence of factors is helping China become a world leader in the digital economy


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