Six reasons to revisit Chinese equities
Ninety One | The Big Picture - A podcast by Ninety One - Tuesdays
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Outflows from Chinese equities have been persistent through 2021 and much of 2022. Investors have struggled with near-term dynamics from COVID, a weak real estate market and fresh regulations. This has driven valuations to their cheapest level since 2019. For long-term investors, portfolio manager Wenchang Ma sees six reasons why you should revisit the investment case for Chinese equities. Hosted on Acast. See acast.com/privacy for more information.
