How to invest in China in the New World Order?16h30 - 17h00
Conference Room 1
2022 turned out to be another challenging year for China, marked by the geopolitical tensions and zero-Covid policy leading to supply chain disruptions and economic slowdown. After these challenging times, what to expect from China and how to invest Chinese Equities going forward?
At a time when most investors are structurally underweight China in their allocations, we are convinced of the structural opportunities and alpha generation potential offered by Chinese markets for selective investors who know where to look for. Haiyan Li-Labbé, Fund manager & Greater China Specialist at Carmignac will discuss the opportunities and risks for China, along with her favorite investment themes for 2023.