China is reopening and framing for 2023 - opportunities in China and ASEAN

Laura Lui of Premia Partners

Jun 2, 2023

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  • Where are we in China’s reopening trajectory, from business fundamentals to evolution of investor flows and allocations?
  • Tactical and strategic bets – why are policy supported sector leaders well placed to outperform?
  • Investment case and tailwinds supporting emerging ASEAN as the natural beneficiaries of China recovery and source of uncorrelated returns.

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