2nd October 2024
Runtime 03:56
Jacqueline Broers, Deputy Portfolio Manager of Utilico Emerging Markets (UEM), reports back on the Team's recent trip to mainland China and Hong Kong where the portfolio management team met with a number of Hong Kong and Chinese listed utilities and infrastructure companies.
Also in this presentation, investors will hear:
- What it would take for the economic outlook to improve
- Why the infrastructure megatrend is key any economic growth
- When the Chinese Government will need to start to embrace more fiscal long-term measures
Add UEM to watchlist here.