Has China become uninvestible ?July 27, 2022 - 9:30 am
As China’s grows, so do its capital markets. Its on and offshore equity markets are packed with thousands of companies, big and small including innovative leaders across internet, electric vehicles and giant consumer brands, to name just a few. This brings great investment opportunities, for both market return, alpha and diversification.
However, especially through the lens of Western sensibilities, investing in China is fraught with economic, political and ESG questions. And these need to be confronted.
So… what about the macro-environment as a zero-covid policy remains, the political landscape, macro and valuation and those thorny ESG matters?
In this Panel, we will explore with leading China experts, Andy Rothman, China Investment Strategist at Matthews Asia and Faisal Rafi, Head of Research at RisCura.
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