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Mark Draper

How investors should position for reopening of China

Direct consumer plays, luxury cars and tourism are among the sectors set to benefit.

Mark DraperContributor

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Investors 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.

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    Original URL: https://www.afr.com/wealth/personal-finance/how-investors-should-position-for-reopening-of-china-20230303-p5cp9y