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Podcast: Money Matters with Hongbin Jeong and Chua Tian Tian
Episode: Market View: How should investors read China now? From Vanke’s warning signs to rising tech revenues and policy uncertainty
Description: China’s economy is sending mixed signals, tech giants are reporting steady revenue growth, yet property developers are faltering and factory activity remains in contraction. With China Vanke seeking to delay bond repayments and home sales data suddenly disappearing, investor nerves are high. On Market View, Willie Keng unpacks what’s really happening on the ground with Nicholas Chui, Portfolio Manager at Templeton Global Investments. From the latest tech earnings to renewed property-sector fears, to China’s pivot toward domestic consumption and the “new economy,” Nicholas breaks down the risks, the opportunities, and the sectors to watch.