18 July 2024
Bigger Picture: Supporting factors for Chinese markets in 2H2024
Louisa Fok, China Equity Strategist, Bank of Singapore discusses how investors should approach Chinese markets, as President Xi Jinping gets ready to lay out his vision for the economy post-Plenum. Following a rise of 4% in the MSCI China in 1H2024, she outlines some of the supportive factors for some sectors, especially Internet and platform companies. We also examine how much of headwinds trade tensions and tariffs may pose in the coming months.
Produced/Presented: Ryan Huang

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