M&G's Pershad Sees Long-Term Opportunities in China

The transcript discusses investment strategies and market exposure in China and Japan. It highlights the allocation of capital to China, focusing on sectors like automotive, biotech, and retail, while noting challenges in the property sector. The discussion also covers Japan's market performance, yen management, and investment opportunities, emphasizing corporate governance and shareholder returns.

What factors are influencing the investment decisions in the Chinese market according to the text?

How does the speaker view the long-term investment opportunities in the automotive supply chain in China?

What is the speaker's perspective on the current state of the property sector in China?

What are the key reasons for the speaker's optimism regarding Japanese equities?

How does the speaker suggest managing currency exposure in relation to investments in Japan?