China Market Outlook 2023

The Chinese Communist Party (CCP) Congress in October has led to meaningful volatility for China equities. Investors each have their own political views and a belief of how things should be. The Congress has shown further consolidation of power for President Xi Jinping, which came as a surprise to many. It’s therefore understandable why people have concerns over the future direction of China. However, as investors, it's thought to be critical to separate one’s political views from investment decisions. Investing is all about analyzing “what is likely to happen,” then adapting and positioning...