Portfolio Specialist in the Equity Division
Presentation: China: Finding tomorrow’s winners today
Robert Secker, portfolio specialist on the T Rowe Price China Evolution Equity Fund, will explore the economic developments that China is undergoing and how this presents opportunities for investors. China has grown to become the world’s second largest economy but this economic importance has yet to be fully reflected in capital markets. Over time we would expect China to become a larger allocation in investors’ portfolios. China’s stock market is the second largest globally, it is incredibly diverse with a large retail investor base that results in inefficiencies which active, fundamental investors can exploit. The pace of change at the economic level is reflected in a corporate landscape that is incredibly dynamic with new business models continually emerging. Disruption is commonplace. The leading companies today may not necessarily remain so tomorrow.
Robert Secker is a portfolio specialist in the Equity Division at t. Rowe Price, representing the firm’s Asian and Chinese equity strategies.
Robert has over 20 years of investment experience and re-joined the firm in 2021. Prior to joining T. Rowe Price, he was head of the equity investment specialist team at M&G and also the investment director for their emerging market equity strategies. Before joining M&G in 2010 he was a senior portfolio analyst at T Rowe Price.
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