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.
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Stock commentary in this episode is illustrative only, not recommendations to buy, hold, or sell any security.
More about Antipodes: antipodes.com
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