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Rashaad Tayob on navigating macro trends and investment convictions in China
In this new episode, Anil Jugmohan, Senior Investment Analyst and Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Stable Fund, share firsthand insights from their recent research trip to China. They unpack macroeconomic takeaways and sentiment on the ground, such as the recovering Chinese consumer and high-quality growth. You will also learn more about what stood out in terms of infrastructure, innovation, and progress on urbanisation, and whether Rashaad considers China to be an emerging market or the most dominant economy in the world. Tune in to hear how this trip has influenced Rashaad's conviction on existing positions held by the Stable Fund, spotlighted emerging opportunities, and revealed new risks. Plus, don’t miss their closing reflections and the one insight every investor should take away from this experience.
