Is the epic comeback of Chinese equities just the beginning?

While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over? Dr Joseph Lai of Asian specialist fund manager Ox Capital joins the podcast to discuss: Why the question of whether Chinese businesses can innovate has been settled Whether the recent run in share prices has seen all the easy gains made Where the opportunities lie outside megacap tech in China, and What he learned working for investing legend Kerr Neilson. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.