A Greater China portfolio offers exposure to three different markets: China onshore, Hong Kong and Taiwan. A Greater China portfolio offers more diversification, more variety and more opportunities for investors who are keen to invest in China. In this podcast, we are going to dive into the challenges and benefits of a Greater China portfolio.

  • What are the benefits of investing in Greater China versus a pure China onshore market?
  • How would a rise in inflation impact the Greater China markets?
  • Is the Taiwanese market more than just a chip play?
  • Has Chinese real estate sector become un-investible or are there opportunities for savvy investors?
  • Is Hong Kong still thought of as the gateway to the Chinese market?

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