EM Insider: Are Chinese equities a compelling investment again?
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Redwheel’s John Malloy and Citywire’s Krystle Higgins discuss how he managed 2022, and what lessons can be learned from what was an unprecedented year of volatility within the markets.
‘Our position on China lost us money this year, but we think Chinese equities are at an inflection point.’
In the latest episode of this series, outperforming EM equities portfolio manager, John Malloy, and Citywire Selector’s Krystle Higgins discuss how Malloy protected his portfolio throughout 2022.
As well as his views on China’s role in EM equities. Along with what he views as some of the biggest risks and opportunities for the asset class next year, and why he does not believe China will invade Taiwan.
‘Our position on China lost us money this year, but we think Chinese equities are at an inflection point.’
In the latest episode of this series, outperforming EM equities portfolio manager, John Malloy, and Citywire Selector’s Krystle Higgins discuss how Malloy protected his portfolio throughout 2022.
As well as his views on China’s role in EM equities. Along with what he views as some of the biggest risks and opportunities for the asset class next year, and why he does not believe China will invade Taiwan.
