Much of the combative rhetoric about decoupling is merely short-term sabre-rattling and does not reflect business sentiments on the ground, Yu Rui, vice-president of ETF sales at Global X of Mirae Asset Global Investments (HK), tells The Edge Singapore in an interview.
SINGAPORE (May 29): China’s three-decade-long track record of economic growth has faltered somewhat in the last two years, following heightened tensions with the United States. This new geopolitical environment has set the two economic superpowers on a path towards decoupling.
Nevertheless, Chinese markets offer investors attractive opportunities to tap into a dynamic emerging economy. Fundamental drivers such as better-than-expected consumer demand, continuing urbanisation and growing automation remain intact, while China’s ageing population will create greater demand for healthcare and insurance.
