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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
Good Value | Pragmatic Value Investing
34 minutes 2 seconds
1 year ago
Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)
Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and the collapse of China Evergrande.
But there are signs the very negative sentiment surrounding Chinese stocks is turning. Antipodes Portfolio Manager John Stavliotis discusses some surprising observations from a recent research trip to China, along with Antipodes' exposure to the world's second-largest economy.
Key times:
Surprising observations and key takeaways from a China research trip: 00:50
China's property sector woes: 3:20
Time for exposure to China's property sector? (Ke Holdings Inc) 10:30
Investing in China's 'emerging multinationals'(Kingdee International Software Group Co) 13:20
The investment opportunity in China's power grid (NARI Technology Co Ltd) 19:30
Key takeouts - can Chinese stocks thrive again? 31:00
Stock commentary in this episode is illustrative only, not recommendations to buy, hold, or sell any security.
More about Antipodes: antipodes.com
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
