Opportunity knocks: evaluating investments in a post-COVID China

Aside the ebb and flow of global macro concerns, in all practical senses – with the easing of China’s COVID restrictions and its phased opening up – it’s business as usual in the PRC. And the ability of multinational corporations (MNCs) to strategize and spot opportunity in the world’s second-largest economy – China – may, for many, prove make-or-break.

In this issue of Our view, we look at various aspects (with a focus on current and forward valuation multiples, in addition to current sector considerations and the need to position and prepare in advance) MNCs should consider in a post-COVID China and in context of the current global climate.