What will catalyse a recovery in Chinese equities?

Jerry Wu, manager of the Polar Capital China Stars Fund, explains how we are in the second stage of China’s easing cycle, characterised by “stabilising rather than stimulating” the country’s economy. As a more aggressive easing policy looks set to follow in the coming months, Jerry explains why he believes the outlook for Chinese equities looks promising.
Jerry also addresses the China/US relationship and why their strategic competition looks set to continue as a key macro theme over the next decade, despite near-term geopolitical risk having reduced following the preliminary deal agreed between the two countries over American Depositary Receipts.
 
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