China Market Lens: Stocks & Sectors to Watch

This podcast episode features Antipodes Emerging Markets Portfolio Manager, John Stavliotis, and Antipodes Investment Director, Alison Savas. 

Key times:

Observations from being on-the-ground in China: 1:00
Impacts of US tariffs on China: 4:30
Will the Chinese Government unleash more stimulus: 6:30
China investment ideas – AI, autonomous driving and other structural growth opportunities: 8:00
Risks to watch in Chinese equities  19:00

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

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