Ada Chan
JOHCM Global Emerging Markets Opportunities
We don’t think China is ‘uninvestable’… but you need to align yourself with the Beijing government. Among the key areas we like is domestic consumption…and China has really developed its internal market and foreign goods are not always better. For example, Korean cosmetics were very hot in China, but it has completely changed…during COVID, Chinese brands really picked up….marketing is very different in China as they move very fast.