There is a silver lining to the country’s property market slump, says BNP Paribas’s chief China economist Jacqueline Rong.

There is a silver lining to the country’s property market slump, says BNP Paribas’s chief China economist Jacqueline Rong.
The UK asset manager shared five investment themes in China that it overweighs in 2023.
In a video interview, Mirae’s Chris Chen says even as China’s GDP growth slows, salaries are increasing, which bodes well for consumption.
The recent rout in China’s A-shares does not reflect economic fundamentals, said Andy Rothman, investment strategist, as the country’s consumption remains healthy.
China’s economic growth is seen moderating further, but long-term opportunities are present across a variety of industries particularly driven by the consumption theme, said Louisa Lo, head of Greater China equities at Schroders.
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