This is a non-independent marketing communication commissioned by abrdn. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
It's been a volatile few years for Chinese equities. There was some more bullish sentiment at the start of the pandemic as money flooded into markets and the country's more hardline approach seemed to be paying off. But that was followed by a crackdown on several sectors and a difficult to comprehend set of pandemic policies.
Now the country has reopened and there is again some cautious optimism about Chinese stocks. To find out what's going on, we spoke to Elizabeth Kwik. Elizabeth is a Portfolio Manager for Abrdn China (ACIC), a trust that was set up in late 2021. In the episode Elizabeth talks about...
- Why consumer goods businesses in China look particularly attractive
- What changes are taking place that is driving that
- Some of the lesser known names in the Chinese tech sector
- Valuations for Chinese tech companies today
- The government's attitude to the tech sector after a period of cracking down on it
- Why healthcare is becoming increasingly attractive