Interactive Investor

Does the political risk of investing in China outweigh the rewards?

Ewan Markson-Brown, manager of the CRUX Asia ex-Japan fund, discusses political risk and suggests reasons for optimism.

28th March 2024 08:27

by the interactive investor team from interactive investor

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Going against the crowd is a high-risk, but potentially high-reward, approach to investing. One major market that stands out today as particularly unloved is China. Joining Kyle to discuss the investment case is Ewan Markson-Brown,manager of the CRUX Asia ex-Japan A Acc GBP (BK9R799) fund.Ewan discusses political risk and suggests reasons for optimism. He also explains why, despite carrying richer valuations, he’s bullish on the outlook for India.

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On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit

Kyle Caldwell is collectives editor at interactive investor.

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