Chinese economy is on the right track to recovery
Bin Shi, portfolio manager of the largest China equity fund globally, answers ten questions on China equities strategy.
Key takeaways:
Key takeaways:
- Chinese economy is on the right track to recovery. We see a whole range of targeted policies to support the economy.
- Second wave of COVID-19 outbreak of similar magnitude to the first is highly unlikely.
- Instead of GDP numbers, we are more focused on long-term fundamental trends, like urbanization, premiumization, and R&D/innovation etc.
- Our cash levels are a little higher than normal, which is a prudent call. We will put more cash to work when the time is right.
China equities strategy Q&A
China equities strategy Q&A