China investors need to be very patient and try to ignore the headline risk coming from this week's trade talks in Washington
International investors can either cash in on China or stick to their guns.
China's economy has been doing well thanks in part to stimulus. Trade still needs to be a part of that growth story for the recovery in China's stock market to continue. A total derailment of trade talks pulls the rug out from under China and the overweight emerging market investor, like Wilmington, starts to underperform. Client money begins to evaporate. No one is happy.
"We are taking this opportunity to add in China, mostly existing names for now, but are also considering some new names," says Louis Lau, a portfolio manager from Brandes Investment Partners who is willing to double down on China."I think export-driven companies will be vulnerable. Our holdings in China tend to be in relatively defensive sectors with very low or no export dependency.
To the extent that new tariffs hit the Chinese economy and destabilize some exporters, new tariffs can also rev up Beijing’s interventionist policies.
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