Can China equities carry its strong Q3 start and outperform through to the end of 2026?
In this 164th episode of the On Investors' Minds podcast, Tai Hui summarizes both the underperformance of China equities compared to the strong growth of global tech and AI sectors in the first half of 2026, as well as the strong start in Q3 that has outperformed expectations. How has the Chinese economy performed recently and what does the latest economic data show? What are the policy directions coming out of Beijing after the recent July politburo meeting? What are the short, medium and long term outlook for China equities and more specifically where are there opportunities that investors…
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