While China's recent injections of liquidity into the system have got the economy going and recent purchasing managers' prints have also provided support to the market, it will now be important to see money continue to flow from the banking system into the broader economy. In this video, Matthew Haupt from Wilson Asset Management looks at how Australian investors can get exposure to both the "old" and "new" investment themes that are driving the world's second largest economy.
Matthew looks at how the Chinese steel industry is picking up pace again, and how the country manages to deliver positive growth each year despite many pundits forecasting doom and gloom.
He also names Treasury Wine Estates as just one example of how to get exposure to the "new," consumer-driven China. Watch now to hear more about Matthew's ideas about this compelling investment thematic.
Wilson Asset Management take advantage of short-term mispricing opportunities in the Australian equity market, providing investors with diversified exposure to a portfolio of undervalued growth companies. Find out more here