This week, we hosted Steven Luk, CEO of FountainCap Research & Investment, our China equity specialist, on the latest episode of Aravis Inside Track.
What did we discuss?
(00:34 – 03:13) Q1 2025 Performance Overview incl. China's outperformance over 1 year
(03:21 – 05:11) Trade War Insights – tariffs explained
(06:00 – 08:25) China's Position - Corporate China began preparing for this situation 8 years ago (watch the clip below)
(09:32 - 12:07) Portfolio Strategy and Insulation
(13:20 - 15:04) Global Trade Dynamics
(16:09 - 18:27) Future Outlook for Chinese Equities
Watch the full Q1'25 update video here
Read Steven's Monthly China Markets Update here China: Going Full Throttle - March 2025
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