How to capitalize on China’s State-Owned Enterprise Reform?
Mansfield Mok will be discussing his views on China's state-owned enterprise (SOE) reform, and how to capitalize on this major theme.
*Which sectors will benefit from this reform?
*What are the characteristics of winning SOE companies?
*Who is going to benefit more? A-shares versus H-shares.
RecordedApr 30 201551 mins
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Moz Afzal, Global Chief Investment Officer, New Capital
2017 is set to be a year in which economic growth in developed economies will be just over 2%, although it remains to be seen if Trumponomics can deliver 4% growth for the US. We still prefer the US dollar and see oil prices unlikely to move above US$60-65 per barrel. Sector rotation will, we think, be an important theme of 2017 and it is right to stay with active rather than passive management. Uncertainty surrounding the Brexit process will remain, with sterling taking most of the strain, and with more political surprises potentially instore it would be prudent to expect the unexpected.
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