Antipodes Partners delivers bumper first quarter returns thanks to bet on China growth

News Snapshot:

Antipodes Partners says the Trump administration’s trade war with China could help kickstart an economy that has been growing sluggishly since the COVID-19 pandemic, with the Sydney-headquartered fund manager hoping its big allocation to the market will keep returns rising. The investment firm, which manages $10 billion in assets, has 10 per cent of its portfolio in Chinese and Hong Kong stocks, well above other global equity peers. This left it with a significantly better return for the three months to March 31, according to new investor updates. Loading...