Bin Shi: How I'm investing amid the US/China trade war
Bin Shi, Head of UBS-AM China Equities and Citywire AAA-rated fund manager reveals what he's focused on as US/China trade tensions continue.
- Over the long term, a lot of secular trends probably will not be impacted by the trade war.
- Demographic trends, premiumization of consumer demand, increased spending on healthcare and education will probably not be impacted too much.
- As long as these secular trends continue, they represent long-term growth opportunities
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