Investor Prospects for the World’s 2nd Largest Economy

UCLAAnderson
16.6K subscribers
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943 views 1 year ago #China #economy #invest
Is China a good place to invest now? China’s economy has rebounded in 2023, as mobility and activity picked up following the lifting of its “Zero-COVID” policy. However, the country’s manufacturing and consumer spending are weakening since anti-virus controls ended. Currently, the world’s second largest economy still faces significant economic challenges: a trade war, geopolitical tensions, crackdown on technology and property markets, and rapidly changing regulations. Longer-term, headwinds to growth include an aging population, high youth unemployment, rising labor costs and slowing productivity growth. The current climate in China is increasing uncertainties (and even risks) for U.S. firms to operate in China, and the landscape is risky for foreign investors. As U.S. foreign direct investment into China is dwindling, are there any Chinese stocks worth investing in? Do the renewable energy and industrial automation sectors provide value creat …...more
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Introduction

0:00

Is China Investable

7:08

Why Should I Invest in China

13:28

Risks of Investing in China

16:21

China is still an Emerging Market

17:46

Is this the time to buy Emerging Markets

20:25

Traditional Markets in China

23:29

Two Catalysts for China

24:42

Chinas Property Market

28:58

Emerging Markets

32:45

Asia

35:32

Property Market

36:23

Savings

38:07

Sectors

42:10

Consumer Money

43:51

Audience Question

48:14

USChina Technology War

49:25

Investing in Chinese Companies

52:08

Investing Directly in Chinese Companies

52:57

Risks of Investing in Chinese Companies

54:02

China vs Mexico

56:59
Investor Prospects for the World’s 2nd Largest Economy
12Likes
943Views
2023Nov 17
Is China a good place to invest now? China’s economy has rebounded in 2023, as mobility and activity picked up following the lifting of its “Zero-COVID” policy. However, the country’s manufacturing and consumer spending are weakening since anti-virus controls ended. Currently, the world’s second largest economy still faces significant economic challenges: a trade war, geopolitical tensions, crackdown on technology and property markets, and rapidly changing regulations. Longer-term, headwinds to growth include an aging population, high youth unemployment, rising labor costs and slowing productivity growth. The current climate in China is increasing uncertainties (and even risks) for U.S. firms to operate in China, and the landscape is risky for foreign investors. As U.S. foreign direct investment into China is dwindling, are there any Chinese stocks worth investing in? Do the renewable energy and industrial automation sectors provide value creation potential? Will the high-risk, high-return investments in China become a thing of the past, or does investing in China simply require a nimbler and more selective investment approach? Professor Chris Tang, faculty director of the Center for Global Management, addressed these questions, among other topics, in conversation with author and wealth strategist Rob Luna (’16), chief executive officer of Real Talk Capital, and Matthews Asia investment strategist Andy Rothman, who is responsible for research on China’s economy and on U.S.-China relations, and has been following China for years. They reviewed the current state of China’s economy, investor trends, challenges and growth opportunities, and shared their predictions on the longer-term prospects for China’s economy and the bright spots for investors. Learn more about the UCLA Anderson Center for Global Management’s Woo Greater China Business Series: https://www.anderson.ucla.edu/about/c... #China #invest #economy

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UCLAAnderson

16.6K subscribers