Sunil Garg, Global Head of Research and Investments at Lighthouse Canton, recently shared his expert insights on CNBC regarding China's economic landscape and the equity environment. Sunil discussed the current investment climate, highlighting the potential for upside amidst challenges and emphasizing the significance of domestic consumption and sectors like EVs less impacted by policy uncertainty.
He elaborated on the nuanced approach required for investing in China, advocating for a broad-based focus on consumer sectors while exercising caution in areas like real estate and certain technology segments due to policy uncertainties.
Source: CNBC
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