JSS Equity – All China Investor Update
China reopened its economy late last year and has restarted its economic engine. More recently though, geopolitical factors have made some investors more cautious again. Thus, investors may ask themselves, will the recovery be sustained and which equity market opportunities present themselves in this environment?
Mali and Frederic will address these questions and focus on the following key points:
• The state and outlook of the Chinese economy after the reopening in November last year
• Key themes in the portfolio and attractive parts of the Chinese equity market
• Portfolio positioning, performance and outlook for the strategy