China's self-sufficiency opportunity
An episode of the Ninety One | The Big Picture podcast, hosted by Ninety One, titled "China's self-sufficiency opportunity" was published on April 13, 2023 and runs 28 minutes.
April 13, 2023 ·28m · Ninety One | The Big Picture
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Summary
The past couple of years have been disorderly for Chinese equities. However, President Xi’s recent reshuffle provides greater clarity regarding the government’s direction of travel. In our view, the trend towards localisation – prioritising domestic champions over foreign alternatives, in order to drive self-sufficiency – will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors. Hosted on Acast. See acast.com/privacy for more information.
Episode Description
The past couple of years have been disorderly for Chinese equities. However, President Xi’s recent reshuffle provides greater clarity regarding the government’s direction of travel. In our view, the trend towards localisation – prioritising domestic champions over foreign alternatives, in order to drive self-sufficiency – will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors.
Hosted on Acast. See acast.com/privacy for more information.
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