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”.
Smartphones on wheels
The year of living dangerously for income investors
Healthcare’s innovation shifts into high gear
Your Questions Answered by Federated Hermes Impact Opportunities
Unmasking the dividend opportunity
Turning environmental hopes into investment reality
Despite headwinds, ESG continues to perform
Riding the wave of alternative income amongst HNWIs in APAC
Ninety One: Finding opportunities in times of change
Nuveen broadens income sources via private capital and real assets
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Part of the Mark Allen Group.
