Man GLG’s portfolio manager Andrew Swan offers ausbiz TV viewers an in-depth exploration of projected economic growth and potential avenues for investment within Chinese and broader Asian markets. Andrew examines specific sectors, analysing the market conditions that persist.
He highlights that China is in a pivotal phase, striving to maintain stability amid economic uncertainty. A primary concern for China is navigating the issue of debt deflation. Despite these challenges, Andrew reiterates that the Chinese market holds prosperous investment opportunities. However, he notes the necessity of uncovering new sources of growth during this key economic transition.