John Malloy, manager of the RWC Global Emerging Markets fund, looks at the five long-term investment themes that could benefit China.
China suffered a perfect storm during 2018. Protectionist policies from US President Donald Trump, a slight deterioration in macroeconomic data, de-leveraging measures and government intervention in various industries resulted in a 20% fall in the equity market and a 5.7% correction in the currency after a strong performance in 2016 and 2017. Despite negative sentiment towards the country, the macroeconomic environment presents opportunities for bottom-up fundamental stock selection. Chinese New Year: Which key trends are providing alpha generation in China this year? Valuations...
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