The country has reopened and Jerry Wu, Portfolio Manager on the Polar Capital Emerging Markets & Asia team, explains how pent-up consumer demand, combined with an excess of household savings, should prove a winning combination for the Chinese economy.
Changes in China’s top leadership also open the door to a reset in economic and political policy; with China now likely to enter a positive earnings cycle, it looks increasingly attractive to investors.
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02/16/2023
Polar Capital
China’s Year of the Rabbit: Reopen, Recover, Reset
Author: Jerry Wu, Fund Manager, Emerging Markets & Asia Team
Fund: Polar Capital China Stars Fund
