Historically, as the second largest economy in the world, China has presented a myriad of opportunities to investors worldwide. However, due to the regulatory changes outlined by the Chinese government, trends suggest that investors have started to reconsider their allocations in China. Putting the pandemic and geopolitical tensions aside, could investors be moving their capital too hastily? Could the new policies potentially be a boon to investors? Or perhaps could now be an opportune time to reevaluate portfolio positioning? On this episode of Disruptive Forces, Patrick Liu, General Manager of Neuberger Berman China, joins Anu Rajakumar to share his views on how global investors could interact with the potential opportunity set that the policy changes to the Chinese economy may be presenting and more.
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