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Video: TT International on China equities

Look for opportunities in China's domestic consumption space, says portfolio manager Marco Li.

Li, manager of the TT China Focus Equities Fund, presented at the FSA Investment Forum on “2020 & beyond: From  ‘made in China’ to ‘made for China’.

In the video, he explains where he is finding investment opportunity, what he is avoiding and what he sees as the biggest risk to his investment thesis.

 

Part of the Mark Allen Group.