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Will Beijing Abandon Zero-Covid?

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Manage episode 348669432 series 3411945
Content provided by BCA Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BCA Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Host Roukaya Ibrahim talks to BCA Research’s Chief Emerging Markets and China Investment strategist Arthur Budaghyan about his outlook for the Chinese economy and equities. Will Beijing abandon the zero-Covid policy? Will a relaxation of pandemic restrictions lead to a meaningful economic recovery? What are the implications of a struggling property sector on Chinese bank stocks? And do cheap valuations present a good opportunity for investors to increase exposure to Chinese equities?

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 348669432 series 3411945
Content provided by BCA Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BCA Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Host Roukaya Ibrahim talks to BCA Research’s Chief Emerging Markets and China Investment strategist Arthur Budaghyan about his outlook for the Chinese economy and equities. Will Beijing abandon the zero-Covid policy? Will a relaxation of pandemic restrictions lead to a meaningful economic recovery? What are the implications of a struggling property sector on Chinese bank stocks? And do cheap valuations present a good opportunity for investors to increase exposure to Chinese equities?

  continue reading

50 episodes

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