Is the epic comeback of Chinese equities just the beginning?
Update: 2025-03-19
Description
While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?
Dr Joseph Lai of Asian specialist fund manager Ox Capital joins the podcast to discuss:
- Why the question of whether Chinese businesses can innovate has been settled
- Whether the recent run in share prices has seen all the easy gains made
- Where the opportunities lie outside megacap tech in China, and
- What he learned working for investing legend Kerr Neilson.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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