28-Dec-22 07:30

John Lau, Portfolio Manager, AHAM Asset Management

The Shanghai Composite Index is down 15% year-to-date but has bounced off its October lows following the China Party Congress meeting that month. Since then, there were a slew of changes with regards to Covid-19 restrictions which were fast and abrupt. More recently China said it will remove quarantine requirements for inbound travellers from January 8. Has the Chinese economy passed its most challenging period and what sectors and stocks should investors be keeping their eyes on in 2023?

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