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Misconceptions, opportunities and strategic rethinking

In June, Tell Media Group, in cooperation with East Capital and Eastspring Investments, organised a roundtable discussion at Operaterrassen in Stockholm with Swedish investors, focusing on Chinese equities. Tell Media Group founder Niklas Tell and Nordic Fund Selection Journal editor Caroline Liinanki moderated the discussion.

Niklas Tell 2023-09-08

Event

The discussion started out with Caroline Liinanki asking how to approach China as an investor and what role China should play in an equity portfolio.

MARCUS SVEDBERG: “I think the answer to that question has changed compared to a couple of years ago. A lot of things are happening in China and around the world that merits a re-evaluation of our exposure to China, such as geopolitics and economics. I haven’t seen many public statements from Swedish institutional investors about reallocations when it comes to China but I think a lot of asset owners are currently thinking about these issues. My sense is that for many years investors were on a quest to increase the exposure to China and it was more a question about

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