“Yes, the Chinese economy is slowing, although there is some uncertainty about how much the data coming out of China can really be trusted.”
Each quarter, Craig Thrasher, CFA Portfolio Manager and Senior Research Analyst provides an update on the performance of the International Small Cap strategy and shares his market outlook. Listen to his most recent episode where Craig recaps market activity during Q3 2023, with a particular focus on:
- Drivers of performance
- Outlook for the Chinese economy and portfolio exposure to China
- Opportunities created due to market pessimism
For more insights, read our Q3 2023 Commentary or subscribe to Kaynecast where we provide the latest updates from the KAR Investment Team on our investment strategies.
Kaynecast is available on Apple Podcasts and Spotify.
