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cover of episode Is China Reversing Its ‘Uninvestable’ Image?

Is China Reversing Its ‘Uninvestable’ Image?

2025/6/6
logo of podcast Merryn Talks Money

Merryn Talks Money
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D
Dale Nicholls
M
Merrin Somerset Webb
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Merrin Somerset Webb: 我认为中国在全球指数中的低占比与其经济实力不符，这表明市场可能低估了中国的投资价值。当前中美关系紧张，贸易摩擦不断，这无疑增加了投资中国市场的复杂性。许多人因此认为，在政治风险如此高的情况下，将资金投入中国市场是不明智的。 Dale Nicholls: 我认为中美之间的摩擦是不可避免的，这是中国崛起过程中的自然现象。尽管存在地缘政治风险，但我们必须看到中国经济的巨大潜力和韧性。中国企业在全球范围内极具竞争力，这不仅得益于其庞大的人口规模，还得益于其持续增长的研发投入。此外，中国政府正在积极采取措施稳定经济，支持房地产市场，并推动消费增长。我相信，随着时间的推移，市场将逐渐认识到中国的投资价值。

Deep Dive

Chapters
This chapter explores the misconception of China being uninvestable, examining the political conflicts between China and the US and their impact on investment decisions. It also discusses the interconnectedness of their economies and the resilience of Chinese companies in the face of tariffs.
  • China's share of the world index is significantly lower than its share of global GDP.
  • The friction between China and the US is expected to persist.
  • Chinese companies have demonstrated adaptability and resilience to tariffs.
  • The impact of US tariffs on Chinese companies is often overstated.

Shownotes Transcript

Fidelity International’s Dale Nicholls joins this week’s* Merryn Talks Money *to discuss the Asian giant as a viable place to park your money. He explains China is now one the most innovative economies in the world. Its research and development spend is up forty-fold since 2000, and you can see the results in its clear leadership in electric vehicles, in battery storage, renewable energy infrastructure and increasingly artificial intelligence.

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