Evolution of the China opportunity set

06/02/2019

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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

 

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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