The Chinese market has so far failed to deliver the great gains expected from the reopening trade of 2023. Inefficient allocation of capital continued to hold Chinese companies back – with the likes of construction companies too indebted to embark on many new projects.
The Panel:
Julian Bishop, co-lead portfolio manager on the Brunner Investment Trust
Rebecca Shepherd, partner for investment management at Evelyn Partners
Pela Strataki, head of research at Investec.
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