This week, Cam and Kirsten delve into the abrupt change in the direction of flows for dedicated China funds seen during the week to March 23. China Equity and Bond Funds both experienced heavy redemptions as concerns about China’s Covid containment strategy, the Russia-Ukraine conflict and the fallout from its ongoing regulatory crackdown weighed on previously resilient investor sentiment. Investors continue to show interest in alternative resource stories and the Sector Fund universe. Cam shares his insight on various Sector groups and how they have been reacting to the ongoing narratives playing out in the market. 

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