01.12.2022

Polar Capital

China’s next five years – Part Two: Supermajority; growth with security; and who is Li Qiang?

Following China’s recent 20th Party Congress, the emergence of a more concentrated governance structure, increasingly less transparent policy making and a lesser-known Premier to the outside world unnerved the market.
Fund Manager Jerry Wu examines what these changes at the top mean for China’s strategic direction, and how he believes investors should adapt and adjust their approach as China enters a new phase focussed on growth and security
 
LINK TO THE FULL ARTICLE

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