By Michael Lai, CFA, Portfolio Manager, China Equities, Franklin Templeton Emerging Markets Equity
As China's economy continues to recover from the COVID-19 lockdown, other issues - such as trade tensions - have started to resurface. Portfolio Manager Michael Lai offers his perspective from an investment lens on trade and other issues impacting China today.
It has been about two years since China and the United States became embattled in a trade war which has since expanded into conflicts over a range of areas, including technology, finance and, most recently, the COVID-19 pandemic.
Optimism surrounding the