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.

22 Jun 2020
Bin Shi, Head of China Equites, AAA-rated Fund Manager by Citywire 2017-2020

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

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