3 quotable quotes from Bin
We will continue to be positive on consumer sectors because these are the sectors where we are seeing the biggest changes happening
China continues to be the major economy in terms of growth, continues to lead the world for structural changes … so that’s why we believe that Chinese equities is not going to be just very positive for 2020, for 2021 and probably will continue to be a very attractive asset class for the next five to 10 years
The Chinese government is also … focused on carbon neutrality by 2050 so to reach that they have laid out detailed plans … which is why electric vehicle and also solar industries have seen significant interest recently and we think that will most likely continue for the next five to ten years
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