Emerging market equities: it’s all eyes on the Chinese consumer

Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for other economies. On this Talking heads podcast, Zhikai Chen, head of emerging market equities, tells chief market strategist Daniel Morris that nearer neighbours such as Thailand should benefit from more tourism. The new focus on fueling growth should be good news for energy and materials exporters. In China itself, consumption should take over from fixed asset investment as the main growth driver.

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