Opportunities in China Amid the Trade War

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By Patricia Ribeiro - October 2019

Trade war or no trade war, we continue to find good opportunities in China. How? My team looks for companies showing solid growth and earnings acceleration—and there are plenty of them.

Despite current headlines and economic concerns, consumer demand in China is still very strong. The economy is still growing. It may not be at the same rate we’ve seen in the past, but we’re finding companies with the growth prospects we seek in many areas of the country and sectors of the economy, including real estate, infrastructure and education.

This isn’t to say that the trade war is irrelevant; there will always be challenges in emerging markets. But even with trade and geopolitical conflicts, we’re confident we can identify resilient companies that can do well regardless of the environment.

Watch my latest quarterly update for an inside look into where we’re finding these opportunities.

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Patricia Ribeiro
Sr. Vice President
Sr. Portfolio Manager
Emerging Markets Equity

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      International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.

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