The potential for increased policy support, and ongoing improvements in corporate governance, are factors that support a constructive outlook for Chinese equities. Additionally, the ongoing shift in global investor portfolios away from the US adds further momentum to this outlook. In this episode, our experts explore the investment themes that offer significant opportunities. They also discuss the possible policy directions that China can take in the short and longer terms, the state of the Chinese property market, and if markets are being complacent given the overhang of tariff risks.
Kevin You, Portfolio Manager at Allianz Global Investors, joins Richard Tang, Head of Research Hong Kong at Julius Baer in this coversation.