In this episode of Trusts In Focus, we shine the spotlight on China, which has had a volatile few years in the post-pandemic period. A clampdown on certain sectors pushed China into bear market territory and sentiment remains at a low ebb.
However, government stimulus arrived in September and was the catalyst to drive a recovery in Chinese markets. While tariff uncertainty remains, we believe opportunities are presenting themselves for investors with a higher risk tolerance.
We also highlight the attractions of Baillie Gifford China Growth (BGCG), which presents investors with a way of getting exposure to the long-term trends we’re seeing in the country.
00:00 Introduction
00:59 Why sentiment towards China is negative
03:13 What the Chinese government done to boost consumer spending
05:41 Why we’re more constructive on investing in China
09:13 The impact tariffs might have on China
10:43 Why we like Baillie Gifford China Growth
16:28: Further information
17:20 Risk warnings
This video was filmed on 25 June 2025.
