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Inside the mind of a fund manager Ep 10: China - What the headlines don't tell you

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China is one of the world’s most debated investment markets, but how different does the picture look on the ground?

Anil Jugmohan, Senior Investment Analyst at Nedgroup Investments, is joined by Nick Balkin, Portfolio Manager of the Nedgroup Investments Stable Fund, following his recent visit to China. They explore the gap between investor perception and reality, the competitiveness of Chinese businesses, and how on-the-ground insights inform investment decisions within the Stable Fund.

The conversation also considers how opportunities in China can be balanced with capital preservation, valuation discipline and the broader objectives of a diversified multi-asset portfolio.

2 Oct English South Africa Investing · Business News

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