Podcast #68: Why you shouldn’t dismiss investing in China and Asia – with GAM’s Jian Shi Cortesi 

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 2^nd 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

Click here to listen on Spotify

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.