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EM equity

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Outlook Equity China Total return Macro and market EM equity
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Chinese equities: Pockets of strength for patient stock pickers

Portfolio manager Bo Meunier explores how China’s recovery may be more modest than headline numbers suggest and why, as a stock picker, she remains constructive.

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By

Bo Meunier, CFA

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2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
china economy poised to exceed expectations in 2023
EM equity Outlook China Geopolitical Asset allocation Equity Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

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By

Bo Meunier, CFA

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Article
2023-12-31
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