Polar Capital Emerging Market Stars Fund

Jorry Noddekaer talks about the positive implications of China’s internet regulation in 2021, and how it might translate into specific investment opportunities in 2022, adding his thoughts on property, another hard-hit sector. With the latter, he sees an inflection coming thanks to strong support from the country’s political leaders, with the same leaders encouraging further pro-growth policies as a potential turning point for China’s equity valuations. 
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