What is at the root of China’s recent woes?
- 06 mins 57 secs
Learning: UnstructuredChina’s recent economic struggles point to its economy being caught between negative business confidence and negative consumer confidence believes Jerry Wu, Fund Manager of the Polar Capital China Stars Fund. With each impacting the other, Jerry explains what kind of response from the government is needed to break China out of this cycle. He also highlights the opportunities in areas such as robotics and automation, AI and data analytics, and the energy transition, as strong secular trends that can transcend China’s current short-term economic challenges.