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China has a GDP growth target of 5.5% for 2022, which is becoming more elusive to attain by the day. We spoke to Mike Kerley, Portfolio Manager for Asia Pacific Equities, at Janus Henderson Investors to understand the current state of the Chinese financial markets and the investment outlook for various sectors. Kerley talks about the zero-Covid policy, China’s deleveraging policy in relation to the real estate crisis, the rising consumption in China and the rediscovery of the private sector.
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