I am Qi Wang, CEO of MegaTrust Investment (HK), a boutique China fund manager based in Shanghai and Hong Kong. Total 25 years of investment experience in Chinese and global equities. This is my blog for MegaTrust clients and professional investors.
The following is a translation of our Chinese monthly report, written by CIO Charlie Chen and me. The fund performance is removed for compliance reasons.
Key Risks in 2023
Covid outbreak
Real estate softening
Global economic slowdown
U.S. inflation and rate increase
Key Opportunities in 2023
A cyclical economic recovery
China returning to pragmatism
Consumption, healthcare, Internet and advanced manufacturing
You can also learn more about my views in the latest podcast as part of the China Invest series by David Thomas.
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