China in 2023: Year of the Economy

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  • 04 mins 52 secs

Learning: Unstructured

Following October’s 20th Party Congress, China’s new top leadership has made clear that their 2023 focus is on the economy. This, combined with pivots on Covid and housing policy, as well as cheap valuation levels, is why Jerry Wu, Fund Manager of the Polar Capital China Stars Fund, remains constructive on China Equity in 2023.
Channel: Polar Capital
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