Is the epic comeback of Chinese equities just the beginning?

Your Wealth

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3M ago 38:16

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While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?

Dr Joseph Lai of Asian specialist fund manager Ox Capital joins the podcast to discuss:

Why the question of whether Chinese businesses can innovate has been settled
Whether the recent run in share prices has seen all the easy gains made
Where the opportunities lie outside megacap tech in China, and
What he learned working for investing legend Kerr Neilson.

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