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What people often forget about China (but can’t afford to overlook)
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China remains a hard market for generalists to call. On one hand it is a fast-growing epicentre of emerging market expansion, but for others it poses cultural and regulatory challenges that make it hard to fathom.
In this special podcast, Krystle Higgins spoke to Naomi Waistell, who runs the Polar Capital Emerging Markets Stars fund, to find out what the experience is for those investing on the frontlines. Waistell said there are interesting areas of development that may be going unnoticed, but there are also other significant considerations all investors need to have to hand.
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