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Navigating opportunities and risks in Asian markets
Episode 113 • 26th September 2024 • Financial Standard Podcast • Financial Standard
00:00:00 00:20:40

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In China, the market has been defined by cautious consumer spending, policy uncertainty, and ongoing concerns about property market weaknesses. India, on the other hand, has had strong market performance driven by retail investors and a favourable demographic outlook, but valuations are becoming exorbitant. 

Fidelity cross asset specialist Lukasz de Pourbaix explains why selective investing is therefore crucial. 

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