As the property sector wanes, a bottom-up and selective strategy is crucial for alpha generation. Investors may also need to abandon expectations of a broad-based rescue plan.
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Tag : consumption
The British insurer’s investment chief believes China will reach its 2060 carbon neutrality target ahead of schedule.
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As new listings continue to stutter in China and Hong Kong, there are sectors with strong growth prospects, says Gigi Chan, Asia-Pacific equity fund manager at Threadneedle Investments.
Merrill Lynch says a consumer boom would likely benefit growth and asset prices in Asia far more than anywhere else.
High-end retailers will likely be the biggest beneficiaries of a consumption boom in China.