Co-Portfolio Manager, Kevin Bertoli speaks with CommSec's Tom Piotrowski about the outlook for China and how this could impact the PM Capital Global Opportunities Fund..
In this interview they discuss:
- The relaxation of the COVID-zero mindset and what this means for global growth
- How the Macau casino sector addressed key issues and the resultant stock price increase of ~50% in the last three months
- The level of international investment in China and how this could set Chinese markets up for a strong 2023
