abrdn Asia Focus has a c.10% allocation to Chinese equities in the portfolio. Fund manager, Gabriel Sacks, talks through a recent trip to China during which the team sought out opportunities in the small cap A-share market, the domestic markets of Shanghai and Shenzhen. This domestic market has historically been closed off to foreigners and coverage remains very poor making it a rich hunting ground for the team seeking new ideas for the AAS portfolio.

Recorded - November 2023.

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