China to See Brighter Economic Recovery in 2H: Barings

“China will see a brighter economic recovery in the second half.” Nicola Lai, investment manager for Hong Kong and China equities at Barings, discusses China’s markets, her investment strategy and where she’s finding opportunity. She speaks on Bloomberg Television.
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[makeITcount]

“this will take time”, “this will not be permanent”, “ this is an interesting time but there will be opportunities” WTF, why can’t these money managers not give a straight answer? Because they don’t have a clue why markets here continue to tank

[borntobemild-]

I'm sorry. Anyone can also see the ship has literally and figuratively sailed.

[askmedov]

It's funny how she's first saying that 2h recovery is going to be strong. And then after a couple of follow up question more than destroys her arguments.
Youth unemployment - structural because of skills mismatch. Can't be fixed in 6 months.
AI adoption - limited by chips sanctions.
Supply chain closeshoring - completely opposite effect

[valetudo]

Anybody else notice how there is always some big financial firm on bloomberg coming out and saying this? I can't help it's some type of advertisement or way for them to justify their fees to clients and why their position in China is going to do better.

These firms have just been so conditioned from the past 20 years to believe that China was going to always just go up up up...so now they are struggling to accept the fact that there are structural problems in it's growth model.

[RussellUpsomgrubb]

If I made up a drinking game when you took a drink every time a woman in a skirt looked uncomfortable sitting in those chairs on the Bloomberg set, I'd be an alcoholic

[AdamSmith-gsdv]

And PMI actually FELL this month. Idk where this optimistic picture is coming from because all I see in the data is a weak Chinese economy

[titusp]

do people know that the US equity market HAS had 5 Quarters of Earnings recession? While the Chinese market is facing a 2Q of earnings growth ... mind you without ANY QE? or FISCAL package as seen in the US. This is purely organic recovery ... nothing is easy = everyone has their own problems but more true to free market than the "US funny money" economy. Oh another thing ... Chinese markets have 10x valuation and US has 20x while China is facing recovery growth but US is now facing FED driven stagflation.