The performance of Shanghai Composite Index is lagging the US market by a massive 30% so far this year. Mary Manning says this divergence is extreme when compared to the ‘economic reality’ of the trade tariffs. She describes two scenarios both of which she believes would provide a positive catalyst for Chinese companies. “There’s two things that could happen here. If the trade war gets a lot worse, then China will likely stimulate their own economy... If the trade war does get better... then there’s going to be a lot of companies that go up in that relief rally.” In this video Manning highlights her views on the best opportunities in Asia. 


Ellerston Asian Investments is a concentrated large cap portfolio based on high conviction best ideas which is benchmark independent. The portfolio provides investors access to high growth opportunities throughout Asia via a highly experienced and specialised team. Find out more