Unplugged: Looking East

In our latest episode of Bank of Singapore Unplugged, our specialists deep-dive into the outlook ahead for China. After a challenging past few years, global investors now appear to be revisiting risk assets in China. The most commonly cited reasons behind this renewed interest include more concrete and concerted policy action, potential bottoming in earnings revisions and attractive valuations. However, are these going to be enough for us to see a sustained recovery in China and how should investors be positioned?  What makes this rally in Chinese equities different from the failed rebounds over the past two years? Also, what are some of the key trends and events which investors should be paying attention to for the second half of 2024? Tune in to our latest episode featuring: Adrian Lim, Investment Strategy Analyst Chu Peng, Equity Research Analyst Moderated by Joseph Ng, Investment Strategist