Implications of China’s Party Congress and Xi Jinping’s 3rd Term
15 November 2022
Following China’s recent Party Congress, we have received several questions from our clients about the implications of China’s Party Congress and the reappointment of Xi Jinping’s Presidency for a 3rd term. Here, our EM specialist investment partner Northcape Capital, share their viewpoint and why their base case for Xi’s reappointment is negative for Chinese equities over the short, medium, and long-term.
