Sports, hospitality, and entertainment sectors recovering
Common themes have become apparent
China and India stymied commitment to end coal use and fossil fuel subsidies
China’s focus is on developing its “soft” power as it seeks to grow its global influence.
Former EM fund-of-funds and New Thai trusts
Progress is being made on the ground
Short-term volatility
Digitisation more prevalent post-Covid
Despite recent turbulence, the long-term outlook for Chinese equities remains bright.