07 February 2020
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Prior to the Coronavirus up-ending the macro environment for investors in China, Chung Man Wing, Equity Investment Director of Value Partners, used the last quarter of 2019 to outline his thoughts on China's shift towards consumption and the reasons why this provides investment opportunities in the long term.
The latest view on the near term impacts of the Coronavirus from Value Partners does see an impact on both Hong Kong and Chinease equities valuations. However, it sees the outlook for sectors such as IT hardware, healthcare and consumption unchanged over the long term.
A note on the latest views on the impact of the virus was published on 3 February: https://www.valuepartners-group.com/en/investment-insights/insights/impact-from-coronavirus-outbreak/
