China’s relationship with the world – panel discussion video #1

Geopolitical tensions have long weighed on investors considering sustained exposure to Chinese markets, with shifting US policy and ongoing tariff concerns adding to the uncertainty. Yet, against an increasingly unpredictable US backdrop, China is beginning to be seen as a relative source of stability. Does this point to a reassessment of China’s geopolitical risk premium? Dale Nicholls, Portfolio Manager at Fidelity International, and Qian Zhang, Investment Specialist at Baillie Gifford, explore this topic in more detail.