Trump's Tariffs: The Perspective from China

This week, we hosted Steven Luk, CEO of FountainCap Research & Investment, our China equity specialist, on the latest episode of Aravis Inside Track.

What did we discuss?
(00:34 – 03:13)  Q1 2025 Performance Overview incl. China's outperformance over 1 year
(03:21 – 05:11)  Trade War Insights – tariffs explained
(06:00 – 08:25)  China's Position - Corporate China began preparing for this situation 8 years ago (watch the clip below)
(09:32 - 12:07)   Portfolio Strategy and Insulation
(13:20 - 15:04)   Global Trade Dynamics
(16:09 - 18:27)   Future Outlook for Chinese Equities

Watch the full Q1'25 update video here

Read Steven's Monthly China Markets Update here China: Going Full Throttle - March 2025

For professional investors only.
This is a marketing communicating. No recommendation is made, positive or otherwise, regarding individual securities mentioned. Past performance does not guarantee future results.

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