Unpicking the pandemic: unique insights from our China equity experts

It is well known that the illness now referred to as COVID-19 was first identified in China’s Wuhan Province. While the pandemic has since swept around the world, leaving many of us in lockdown, signs are emerging that China is already in a position to begin relaxing some of the restrictions that were put in place in an effort to contain the spread of the virus. The present situation begs one huge question: what lessons can Western governments, citizens and investors learn from China’s experience? Through our unique partnership with the Hong Kong-based asset management arm of the Chinese insurance, finance and technology giant Ping An Group, we are pleased to present this recording of a recent interview with Ping An’s Vincent Che, manager of the Merian China Equity Fund, in which he shares some fascinating insights on the evolving situation.