Investor Dialogue

Investor Dialogue: Robert Horrocks

Robert Horrocks of Matthews International Capital Management talks to Nick Lord about why China should now be seen as a distinct asset class.
Robert Horrocks, Matthews International Capital Management
Robert Horrocks, Matthews International Capital Management

China’s increasingly important global economic role has not been matched by the performance of its stock markets. How should investors play the China story
The latest headlines on investing in China essentially reflect a simple bull versus bear debate. As valuations decrease in the face of growing potential risks, the question on many global investors’ minds is Should I buy or sell China’

But as economic realities have evolved, this binary approach is becoming outdated. I think the more relevant question is how to invest in China, not when or if. Why Because considering China as a distinct asset class may be a more effective long-term approach...

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