Why Chinese SOEs? Why Now? (Part One)
15 of the top 20 state-owned stocks outperform Hang Seng YTD
Our CIO Charlie Chen and I met with institutional investors in Hong Kong this week. Charlie is a seasoned China fund manager, with over 26 years of experience in Chinese equities. He founded MegaTrust Investments in 2007 following a successful career as a best performing QFII portfolio manager in 2004-2007.
The investor response for our trip wasn’t grea…
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