Opinion
How investors should position for reopening of China
Direct consumer plays, luxury cars and tourism are among the sectors set to benefit.
Mark DraperContributorInvestors in Asia have endured a difficult few years. The combination of China’s COVID-zero policy – together with its crackdown on property developers, regulation of the tech sector and increased geopolitical tension with the West – have made investment returns hard to come by.
Cameron Robertson, portfolio manager at Platinum Asset Management, believes poor sentiment towards China has dampened investor interest across the whole of Asia. As the Chinese economy picks up, there is a chance this could reignite interest across the region more broadly.
Subscribe to gift this article
Gift 5 articles to anyone you choose each month when you subscribe.
Subscribe nowAlready a subscriber?
Introducing your Newsfeed
Follow the topics, people and companies that matter to you.
Find out moreRead More
Latest In Personal finance
Fetching latest articles