Horrocks co-manages the firm’s Asia dividend and Asia ex-Japan dividend strategies.
In the video, he says nearly all China A-shares have been hit by the headline news about a trade war with the US. Horrocks believes that has left a list of “good companies trading at cheap valuations”.
He also reveals what he is currently avoiding and the biggest risk to his investment thesis — which is not about China.
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Part of the Mark Allen Group.
