A visit to China highlights the perils of making generalisations about such a vast and complex country. Investment manager Paul Loudon reports back from the bright lights of Chengdu, Chongqing and Hong Kong whilst investment manager AJ Kyle provides an update on the team’s recent travels and investment insights.
Key Takeaways
- There are palpable signs of an economic buzz in Chengdu and Chongqing, from the cranes on the skyline to a shiny new airport.
- But consumers are cautious. Manufacturers of baijiu, China’s favourite spirit usually enjoyed at banquets and celebratory events, spoke of notable weakness, pointing to the sombre mood of Chinese consumers.
- China currently imports 40% of the natural gas it consumes. The desire for energy security is driving remarkable innovations in solar power technology.
Important Information
This podcast and transcript are provided for general information only and should not be construed as investment advice or a recommendation. This information does not represent and must not be construed as an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products. This podcast and document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such an offer or solicitation is unlawful or not authorised.
Stock Examples
The information provided in this podcast and transcript relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.
