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Mensuel de janvier 2020 - Fonds d’investissement

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Forget about trade, Chinese consumers are the key
By Winnie KWAN, Chris Thomsen & Brad Freer, Equity portfolio managers at Capital Group   The U.S. and China appear to be on the verge of setting aside some of their trade differences. India and Brazil are tackling reforms to boost economic growth. Innovation is flourishing for mobile-based services and payment platforms in developing countries. And a rising middle class in Asia is stoking demand for consumer goods.   Plus, China is pressing ahead with the development of its semiconductor industry, 5G and higher end manufacturing, presenting opportunities to invest in companies that can support those ambitions.   «There are structural growth trends in developing countries that look sustainable amid all of these geopolitical tensions,»...
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