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China, the Rest of the West and Viewing the World through New Lenses

By Jonathan Wu – Executive Director / Chief Investment Specialist, Premium China Funds Management* (Reproduced with permission)

With 2017 now in full swing, we have suddenly been plunged into a world of incredible uncertainty. Volatility has become a daily news item where we wake up to see what President Donald Trump has tweeted overnight and caused which sectors and markets to react violently.

What seems to be lost in amongst what has become the norm across newswires is that China is only being highlighted for the risks that supposedly are related to the South China Sea, the status of their “currency manipulator” award as well as the well anticipated trade war to come with the US.

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