Notes from the road: An equity investor’s lens on China

BlackRock
Door juni 12, 2019 07:16

Notes from the road: An equity investor’s lens on China

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Markets tend to focus on one risk at a time, and it’s fragile U.S.-China relations that are front and center now. New blog contributor Tony DeSpirito offers up two potential takeaways for equity investors.

Headlines over the U.S.-China trade dispute have been practically inescapable. On the heels of a recent visit to China, I can say this is as true there as it is in the U.S. If timing is everything, ours was very good (or bad), as our visit came just as high hopes for a trade deal had collapsed to a deep mutual mistrust.

Are we concerned as active investors?

We take a bottom-up approach to stock selection and that remains the key driver of our investment decision-making. We fully expect headlines related to U.S.-China to persist. The issues go well beyond trade, and so a protracted period of discord is likely in the cards. The news will

BlackRock
Door juni 12, 2019 07:16

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