Wee’s presentation at the FSA Investment Forum in Bangkok on 21 March carried the theme “China: Opportunities for profit growth”.
In the brief video, she answers questions on investment opportunities as China’s growth slows (she likes consumption companies), the reforms she’d like to see in Xi’s second term (such as taking leverage down) and the challenges of running a long-short strategy in China, which has a “hostile environment for those who come in and short the market”.
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