Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

In this episode Alison Savas is joined by Antipodes Portfolio Manager, John Stavliotis to discuss the Chinese stock market.

Regulatory and economic fear has gripped Chinese stock markets in recent years – most notably headlined by troubles in China’s property sector and the collapse of China Evergrande. 

But there are signs the very negative sentiment surrounding Chinese stocks is turning. Antipodes Portfolio Manager John Stavliotis discusses some surprising observations from a recent research trip to China, along with Antipodes’ exposure to the world’s second-largest economy. 

Key times:

  • Surprising observations and key takeaways from a China research trip: 00:50
  • China’s property sector woes: 3:20
  • Time for exposure to China’s property sector? (Ke Holdings Inc) 10:30 
  • Investing in China’s ’emerging multinationals‘(Kingdee International Software Group Co) 13:20
  • The investment opportunity in China’s power grid (NARI Technology Co Ltd) 19:30
  • Key takeouts – can Chinese stocks thrive again? 31:00

Stock commentary in this episode is illustrative only, not recommendations to buy, hold, or sell any security. 

 

 

 

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20 June 2024