Betting on the Chinese consumer – Ping An Insurance

Chief Investment Officer and founder of Aitken Investment Management
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I remain structurally bullish view on Chinese consumer-facing companies. With strong population growth and rising wages I think the outlook for the Chinese consumer is strong.  Today I thought I’d update you on Ping An Insurance (2318HK), a company I think has every chance of growing at a multiple of Chinese GDP over the next 10 years.

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