The perspective is going to shift gradually, Nicholas Chui, portfolio manager, Franklin Templeton Emerging Markets Equity, tells Forbes India. What we are looking out for is how this recovery broadens out,” adds Chui who manages China equity strategies. We are certainly seeing that happen at the company level with sequential growth in some of the earnings of companies. What we prefer to focus on is actually what China can control for itself, which is China for China. Whereas in China, if I just focus on China's demand, China's supply chain, and there's plenty of that, I think that's the big enough playground to play with it.

Source: Forbes December 27, 2023 13:08 UTC