Investing in China — Risks and Opportunities
Where I Am? | Viewer ==> Investing in China — Risks and Opportunities

Marriott Asset Management

  Marriott Asset Management   Q4 of 2023 | 2 years ago

China’s main Hong Kong stock market index — the Hang Seng — has nearly halved on net selling by foreign investors since its post-COVID peak. The index is trading at levels last seen 25 years ago and at valuation lows reminiscent of the 1997 Asian Financial Crisis. In this article, Foord Singapore portfolio manager JC XUE counters the ‘China is not investible’ argument and looks at long-term opportunities for patient investors.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.

More Activities & News
Aluwani Snatch Afena

Activity Review for Sygnia

Activity Review for Satrix

Old Mutual Activity Review for 2020 - 2023

Prescient Funds Activity Summary 2020 - 2023

2020-2023 Manco Review: Momentum

More Opinions & Views
Navigating our portfolios through the power crisis

Buffett and Munger's Investment Wisdom

Why you shouldn’t be too quick to rush your rand out of SA

Could you survive on less than a third of your income in retirement?

From energy to logistical issues – is SA still a good place for miners?

Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.