With Chinese assets now trading at less expensive levels, risk-reward is turning attractive for investors with longer-term perspective.
The COVID-19 crisis has accelerated the structural growth trends in areas of online medical platforms, food delivery services and telecommuting-related industries. This has created longer-term investment opportunities for companies in these industries. Furthermore, Chinese bonds offer better risk-adjusted returns relative to global peers.
Click here to read our take on the opportunities in Chinese assets.
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