135. Why volatility can be your friend when it comes to A-shares

Rebecca Jiang, co-manager of the JPM China Growth & Income Trust, talks us through the growing opportunity in the A-Shares market and the importance of tapping into structural growth themes like technology, healthcare and consumption as China moves to a capital light growth model. She also tells us about the Chinese governments’ ESG agenda and why fears of inflation will not lead to another commodities bull market.