The world’s second-largest economy has recently experienced its fair share of headwinds, but discerning investors can still find attractive stocks.
The Chinese stock market has been a big detractor of emerging market returns over the past three years, as investors got spooked by the implosion of the country’s property sector and geopolitical tension with the US and Taiwan. However, some areas of value have risen from the dust.
‘There are pockets of interesting companies,’ said Rob Brewis, portfolio manager at Aubrey Capital Management. ‘They’re few and far between, and you need to be selective.’
Continue reading in Citywire South Africa here China: Where are pockets of value rising from the dust? (citywire.com)
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