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Investment Uncut: Martin Lau & Ziqi Deng - why be pragmatic on China despite its historic ‘uninvestable’ tag?
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This episode was recorded on 18 December 2025 and does not reflect any events after this date.
It wasn’t too long ago that many investors wrote off China as “uninvestable” amid concerns over a regulatory crackdown on tech and education, a protracted property slump, and rising geopolitical tensions that pushed the stock market down by nearly half from its peak. But that narrative has shifted in 2025: should investors be more positive on China as a result?
In this episode, we speak to Martin Lau and Ziqi Deng of FSSA Investment Managers to find out. We discuss the impact of AI advances on future earnings, whether monetary policy changes are a material development and China’s anti-involution policy.
What’s one thing you would like listeners to take away?
- I read the Financial Times every day and, in reality, I believe not following what is written in the Financial Times is better. So, the next time you read something is not investable, maybe China, maybe another country, then maybe don’t follow this and think about investing.
Any recommendations?
Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
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