The geopolitical news of the past week reinforces the old adage that hope is not a good investment strategy. The meeting in the US between Presidents Xi Jinping and Donald Trump delivered much pageantry, but essentially no tangible economic results. The polarisation of trade and AI development between China and the US appears likely to continue for the foreseeable future. This supports our longstanding view that investment in China needs to focus carefully on earnings streams supported by government policy and specific, limited areas of domestic demand.

Read | Eastspring’s CIO Views Weekly Bulletin

Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.