China’s Year of the Rabbit: Reopen, Recover, Reset

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.

READ THE FULL ARTICLE HERE

Author: Jerry Wu, Fund Manager, Emerging Markets & Asia Team
Fund: Polar Capital China Stars Fund

News

12/13/2024

Outlook 2025 - The Year of the Dollar

Structural changes: Fiscal over monetary The consensus call for 2025 seems to be that rate cuts by major cent...

11/22/2024

Bitcoin’s rally is not over

What happened Following the U.S. elections, Bitcoin has reached a new all-time high, now trading slightly abo...

11/19/2024

25 Jahre Shareholder Value Management: Frankfurter Modern Value Investor feiert Firmenjubiläum

Vergangene Woche feierte die Frankfurter Fondsboutique Shareholder Value Management ihr 25-jähriges Firme...

11/14/2024

Structured Credit entschlüsselt

Was bieten "Structured Credits"? "Structured Credits" können durch ihre Beschaffenheit Anlegern eine Reih...

11/12/2024

US-Präsidentschaftswahlen: Trump gewinnt erneut. Was könnte das für die Märkte bedeuten?

Die erste Reaktion der Märkte fiel überschwänglich aus. Historisch gesehen hat es für die ...