Against an evolving backdrop of signature policies like common prosperity and dual circulation, China is seeing weak external demand creating challenges for manufacturers. Moreover, monetary policy is diverging between China and the rest of the world, not to mention Covid-related restrictions where domestic consumers are changing their spending patterns as the rest of Asia eyes China's reopening.

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Morgan Lau, Fixed Income Portfolio Manager, and Monica Li, Director of Research, Equities. 

With additional contributions from Victoria Mio, Head of Equity Research, Asia Pacific, and Ben Li, Analyst & Portfolio Manager.

Ways to listen: 

Catherine Yeung

Catherine Yeung

Investment Director

Martin Dropkin

Martin Dropkin

Head of Equities, Asia Pacific

Rory Fong

Rory Fong

Producer

Neil Gough

Neil Gough

Asia Editor

Morgan Lau

Morgan Lau

Monica Li

Monica Li

Analyst

Victoria Mio

Victoria Mio

Director, Asian Equities

Ben Li

Ben Li