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.
Apple Podcast Spotify Podcast

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.

Read more about First State Greater China Growth

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

More Episodes