A New Investment Thesis for China
Categories: Economics
At the inaugural CFA Institute Asia Pacific Investment Conference earlier this week, Professor Patrick Chovanec of Tsinghua University School of Economics and Management analyzed the investment thesis for China by taking an unusual tact: he applied the “thesis, antithesis, synthesis” dialectic that is often associated with the work of Karl Marx.
The professor’s synthesis, or conclusion, was that “an imminent correction to China’s economy will create promising opportunities in dynamic new sectors,” including agriculture, logistics, retail, consumer brands, and health care.
