23. Mixing old with new in the Greater China region

Martin Lau talks us through the implications of the China/US trade wars, shares his excitement about the growing A-Share market and the potential to identify an entrepreneur with a sound business plan – and then enjoy a 10-year investment journey together – highlights Alibaba’s meteoric rise, and explains why soya milk, gas and electronics can make a good investment mix.

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First State Greater China Growth fund has been a firm favourite of ours for a number of years. Run by Martin Lau, he and his team invest in companies from China, Hong Kong and Taiwan, using the different economic natures of each country to create a dynamic portfolio that can be manoeuvred to be more aggressive or more defensive, depending on the outlook for Chinese equities.

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