By Charlie Awdry, CFA
Charlie Awdry, China equities Portfolio Manager, discusses the drivers behind the recent rally in the Chinese equity markets and the potential for further strong performance in the coming months.
Transcript
Charlie Awdry: So we felt quite a rally in China, driven by a few things. I suppose, internationally, there's been somewhat easing in the tension between China and the U.S. on trade friction. That's been helpful. I think a lot of investors have been waiting for some good news on that. The other thing we've had is obviously in the