Mondrian’s Ginny Chong, head of Chinese equities, recently spoke with Barron’s to discuss finding value amid the sharp selloff in Chinese stocks in the article, China’s Bad Economic News Has a Bright Side for Investors. To read the full article, click here.
Global indices have rallied strongly off April’s lows, ending the quarter near all-time highs, with recent geopolitical shocks failing to disrupt the sharp recovery.
There has been a dramatic turnaround for markets over the past quarter. Investors have enthusiastically welcomed the possibility that global governments can successfully reorder trade policy with a limited impact on economic activity.
Market disruption often leads to mispricing, particularly when sentiment overrides fundamentals.
Watch as Senior Portfolio Manager, Nigel Bliss, discusses the investment case for international equities, including how Europe’s long-overlooked equity market is staging a quiet comeback.
Watch as Andrew Miller, CIO-Emerging Market Equities, discusses the investment opportunity for EM investors in China particularly as the narrative of U.S. exceptionalism continues to come under pressure.
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