Decoding China's economic resilience through T.E.A. - Opportunities in Chinese equities
In this 104th episode of the On Investors' Minds - APAC Edition podcast, Tai Hui is joined by guest host - Marcella Chow, Global Market Strategist - to take a closer look at the Chinese and Hong Kong equities outperformance in 2025. Despite a number of economic and tariff-related challenges, the MSCI China index is up 21.5% year-to-date, and the Hang Seng (HK) index has reached its highest point in 4 years. How have China's exports held up against recent tariff uncertainties in the first half of 2025? What is "anti-involution" and how is its recent expansion benefiting Chinese companies? How…
The skinny
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