China Conundrum – Short Term Pain Long Term Gain?

A-share Chinese stocks listed in New York and Hong Kong are at all-time lows amid concerns over the economy, the continuation of the zero-Covid policy and common prosperity theme. This coincides with China’s ruling Communist Party Congress where Xi Jinping is expected to continue a third term. Should investors start nibbling China equities or is there no near term visible catalysts? For answers, we speak to John Lau, Portfolio Manager, Affin Hwang Asset Management.

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