The wealth manger expects China tech stocks to prove resilient amid rising geopolitical risks.
The investment firm identifies three major trends for Chinese equities in 2022.
Inflation is not transitory, therefore investors should factor in inflation when constructing portfolios, according to the European fund manager.
Even with the most risk-adjusted investment strategy, unforeseen political risks are part-and-parcel of the investment process, FE fundinfo argues.
The firm has identified several stocks from four sectors as good opportunities, despite ongoing regulatory tightening.
Multi-year trends will support Chinese equity prices and provide a buffer against rising Sino-US tensions, according to JP Morgan AM’s Joanna Kwok.
Eric Moffett, whose fund has a high allocation to China equities, discusses distorted views about China’s consumers.
‘Beaten up’ China and Korea equities account for 2/3 of Stuart Rae’s portfolio.
The volatile Chinese equity market provides a ‘precious opportunity’ for investors, according to portfolio manager Wenchang Ma.
The bank has become increasingly cautious on the asset class due to concerns driven by the trade dispute.