Views & News

A View from Asia

| Asian Equities
14 Sep 2021
  • The regulatory clampdown in China has spread across industries, and, in my view, anything that is ‘addictive’ is now under the scanner.
  • Next on the agenda is the discussion about regulating two sectors (other than after-school education) which impose high living costs for average citizens - housing and healthcare.
  • Although some caution is warranted, many Chinese stocks have retraced back to reasonable valuations and most of the risks are somewhat priced in.


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