Morningstar’s Tan Sees Opportunity in Chinese Markets

The video discusses the economic challenges faced by Hong Kong and China, highlighting the impact of unrest and macroeconomic fragility. It analyzes the Hong Kong market, noting its underperformance and potential investment opportunities in Chinese-focused companies. The discussion also covers China's economic outlook, predicting a slowdown in GDP growth and identifying sectors like healthcare and domestic consumption as areas of opportunity.

Which sectors are anticipated to perform well in the Chinese economy despite the slowdown?

What opportunities are identified in the healthcare sector in relation to GDP growth?