Where can investors find the pockets of strength in China?

The general foreign investor view is the trade conflict with the US is impacting China as it targets China's key export sector.  However, it has been clear for many years that China's economy has been moving away from relying on exports and towards consumption-led growth. That said, China does still remain the world's key manufacturer as its scale enables it to produce products incredibly efficiently.  MSCI considers upping China A-share weighting to 20% Supply chains are so broad and embedded, while the sheer number of (highly educated) workers makes it difficult to replicate. ...