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China: In the eye of the storm

Investor confidence has been shaken by a regulatory onslaught in China across multiple sectors such as big tech, education, food delivery and property. How should we read recent policy moves? What does this mean for investment portfolios? Is China still in the eye of the storm?

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In this episode, Mark Matthews, Head of Research Asia Pacific, and Richard Tang, Head of Research Hong Kong, exchange views on recent market developments in the world’s second largest economy. 

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Click on the player below to hear Mark’s and Richard’s conversation: