TOL - 18th Feb, 2023
The sectors set to boom as China reopens
In a tough economic landscape, the reopening of China could be a boost for a range of sectors according to Munro’s Nick Griffin.
The announcement that China was, in effect, open again late last year with the end to its hard-line stance on covid was met positively across the globe. We’re still yet to realise the full benefits of the return of China but there’s no question this will be one of 2023’s biggest themes.
While Munro sold out of its positions in China in late 2020, we’re starting to consider companies like Alibaba (HKG: 9988). While the Chinese government tightened business conditions during the covid pandemic, we believe we’re at the start of the cycle for looser policy again.
Companies within China are not the only beneficiaries of China reopening. In this podcast, I explore the key sectors to see a boost and discuss some of the companies we see potential upside in going forward.
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Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has over 20 years of financial services experience and over 14 years managing absolute return mandates focused on global growth equities.
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munropartners.com.au FSG: Read it here
The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Market conditions may change which may impact the information contained in this document. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
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Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has...
Expertise
Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has...
Expertise
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