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China: All about the stock picks


Learning: Unstructured

China’s great reopening at the start of the year was a hugely positive moment for emerging market investors, however geo-political risk, worsening macroeconomic data and a lack of policy response sent Chinese equities into reverse at the start of the second quarter. But the negative effect on stock prices is not fully justified, believes Naomi Waistell, Senior Fund Manager on the Polar Capital Emerging Markets & Asia team. China may no longer be a top-down market for investors, but opportunities remain for stockpickers who can identify the structural winners from a number of key themes.