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Chai House Chat: don't overlook the old economy

In the latest episode of Chai House Chat, Citywire + rated Greg Kuhnert explains why investors in China should not overlook older industrial firms in favour of leading technology companies such as Tencent.

Over a cup of English breakfast tea, Kuhnert, who runs the Investec GSF All China Equity fund, said supply-side reforms had made an impact and reduced the amount of unprofitable companies in traditional industries such as cement.

In this video, Kuhnert also reveals the three sectors attracting Chinese consumers and the companies benefitting from the trend to trade in goods for the latest model.

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Greg Kuhnert
Greg Kuhnert
76/228 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 42.54%
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