Does the political risk of investing in China outweigh the rewards?
Ewan Markson-Brown, manager of the CRUX Asia ex-Japan fund, discusses political risk and suggests reasons for optimism.
28th March 2024 08:27
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Going against the crowd is a high-risk, but potentially high-reward, approach to investing. One major market that stands out today as particularly “unloved” is China. Joining Kyle to discuss the investment case is Ewan Markson-Brown,manager of the CRUX Asia ex-Japan A Acc GBP (BK9R799) fund.Ewan discusses political risk and suggests reasons for optimism. He also explains why, despite carrying richer valuations, he’s bullish on the outlook for India.
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On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.
Kyle Caldwell is collectives editor at interactive investor.
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