Video - China: what has changed... and what remains the same video
Watch the presentation from the FSSA Forum in London, October 2023.
FSSA Forum London - China presentation
China is still a very interesting universe for us to discover ideas
- Helen Chen
While the media has been replete with negative headlines on China, Winston Ke and Helen Chen present a more balanced view. China still has many attractive features, including a large universe of quality companies with capable leaders, consistent earnings growth and increasing innovation.
Despite the speed of change in this dynamic market, FSSA’s philosophy remains the same. By investing in the best companies we can find and holding them for the long term, we expect to earn attractive returns through economic and sentiment-driven cycles.
