Opportunities in China Amid the Trade War

By Patricia Ribeiro - October 2019

Trade war or no trade war, we continue to find good opportunities in China. How? My team looks for companies showing solid growth and earnings acceleration—and there are plenty of them.

In fact, our portfolio is overweight China, and we see even more opportunities should we decide to increase our position. Consumer demand in China is still very strong and the economy is still growing. High-end automobiles, real estate, infrastructure and education are all areas with the growth characteristics we seek.

This isn’t to say that the trade war is irrelevant; there will always be challenges in emerging markets. But even with trade and geopolitical conflicts, we’re confident we can identify resilient companies that can do well regardless of the environment.

In my latest video, I share an inside look at our approach, including examples of businesses in China benefiting from strong demand.

Transcript

Patricia Ribeiro
Sr. Vice President
Sr. Portfolio Manager
Emerging Markets Equity

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