Do investor's need to rethink China? For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune into the latest episode of Equity Mates where Fidelity's Lukasz de Pourbaix unpacks where we are seeing opportunity in the Chinese market.
Bryce and Lukasz cover:
- The key changes in China we need to be aware of
- The valuation gap between Chinese companies and their western peers
- A deeper dive into the 'DeepSeek moment' and a look at China's AI
- Where Fidelity see the most compelling opportunities