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Why I’m not giving up on the China reopening theme

Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.

Jun Bei LiuContributor
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When I presented at the Hearts & Minds investment conference in Hobart in November, China was just waking up from its zero-COVID lockdown.

On the mind of the viewers were the far-reaching implications of the measures announced by the Chinese government to relax COVID controls and support a cratering property sector.

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Jun Bei Liu is the founder and lead portfolio manager at Ten Cap. She formerly worked for Tribeca Investment Partners.
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    Original URL: https://www.afr.com/markets/equity-markets/why-i-m-not-giving-up-on-the-china-reopening-theme-20230310-p5cqzc