The sectors set to boom as China reopens

The announcement that China was, in effect, open again late last year with the end to its hard-line stance on covid was met positively across the globe. We’re still yet to realise the full benefits of the return of China but there’s no question this will be one of 2023’s biggest themes.

While Munro sold out of its positions in China in late 2020, we’re starting to consider companies like Alibaba (HKG: 9988). While the Chinese government tightened business conditions during the covid pandemic, we believe we’re at the start of the cycle for looser policy again.

Companies within China are not the only beneficiaries of China reopening. In this podcast, I explore the key sectors to see a boost and discuss some of the companies we see potential upside in going forward.

Invest in the journey

Munro Partners invests alongside clients to benefit from some of the key structural changes that are occurring in our world today. We will be releasing a series of podcasts to explore how we are looking at todays investment landscape, and the growth opportunities for investors. Hit the follow button to be the first to hear our insights. 

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