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What will the year of the rabbit bring for China’s investors?
Sat Duhra, Portfolio Manager of Henderson Far East Income highlights what the Year of the Rabbit could bring for investors.
14 Feb 2023
4 minute watch
4 minute watch
Key takeaways:
- China’s long-awaited reopening will release pent-up demand for travel and services, benefiting beaten down sectors such as retail, hospitality and technology and boosting countries that rely on Chinese trade and tourism.
- We have been increasing our exposure to sectors and companies that are set to benefit from long-term structural growth trends, including the need for a more robust infrastructure and increased consumer spending on domestic producers of goods and services.
Related insights
14 Feb 2023
4 minute watch
4 minute watch
Key takeaways:
- China’s long-awaited reopening will release pent-up demand for travel and services, benefiting beaten down sectors such as retail, hospitality and technology and boosting countries that rely on Chinese trade and tourism.
- We have been increasing our exposure to sectors and companies that are set to benefit from long-term structural growth trends, including the need for a more robust infrastructure and increased consumer spending on domestic producers of goods and services.