Despite ongoing worries about risks from the Chinese real estate sector, it’s clear that we can’t ignore the investment prospects within the world’s 2nd largest economy – China – that’s as well as those from Asia more generally of course.
But investor sentiment towards China has been weak for many reasons, and that’s despite China having notched up 5% growth in GDP in 2023. In today’s IFA Talk podcast, we discuss why there are very real valuation and investment opportunities for those who know how to identify them – as well as some of the risk.
Introducing this week’s guest – Jian Shi Cortesi
Sue and Brandon’s podcast guest this week is Jian Shi Cortesi. Jian is Investment Director at GAM, where she’s a member of their Global Growth Equity team and manages China and Asian equity funds too.
With her thorough understanding of Asian markets and her extensive experience of investing in them, Jian makes an excellent case why investing in China and Asia makes real sense at this stage in the cycle.
Check out the conversation here…
Click here to listen on Apple Podcasts
