Whilst the Chinese market bounced strongly from its October lows, momentum seems to have dissipated alongside renewed tensions with the United States. Although this headline news has continued to drag the index lower, FountainCap Research & Investment believes that the recovery remains in full swing and that there are opportunities aplenty for the patient fundamental investor.
Following the Q1 2023 overview (00:00 - 26:16), watch the Q&A section above where Steven Luk addresses the following issues:
(26:35) Uneven recovery
(30:05) Alibaba and the current regulatory regime
(36:23) Thoughts on Taiwan
For more information on the fund, please contact Hugo Rogers or your Aravis Capital representative.
For professional investors only.
This is a marketing communication. Past performance is not a reliable guide to future performance.
'Aravis Capital Limited is authorised and regulated by the Financial Conduct Authority (FRN 1015146). Aravis Capital Limited is registered in England and Wales (no. 09919517), its registered office is 123 Pall Mall, St James’, London, SW1Y 5EA.
This Website is issued by Aravis Capital Limited and is for information purposes only, it is not an offer or solicitation to invest in any Aravis associated fund.