Investment implications of China's consumer comeback

Presented by

Nicholas Yeo, Tom Harvey

About this talk

After China’s surprise reversal of the strict 0-Covid strategy at the end of 2022, and a sharp recovery in markets, investors must now consider if the strong returns from China in the last three months will turn into a sustainable recovery. In the US, monetary policy is tightening, and this is bringing the prospect of recession into focus. China is in the opposite situation. Inflation is under control and fiscal and monetary policy is accommodative. Join Nicholas Yeo, abrdn’s Head of Equities China, and Tom Harvey, Senior Equity Specialist, to discuss and explore the opportunities and challenges in China in 2023, the year of the Rabbit.

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