Image of NS Partners Logo

Press Releases, Articles & Announcements

BPM speaks with Michael Mortimore about China’s challenges and opportunities

July 20, 2026

Shanghai skyline at dusk with Garden Bridge, China.

Is China still worth the risk for emerging market investors?

In a recent interview with Benefits and Pensions Monitor, Michael Mortimore discusses how investors should think about China’s role within emerging market portfolios, the associated risks, and the importance of maintaining a disciplined investment approach.

Michael notes that that while China’s late-2024 stimulus triggered a brief rally in consumer stocks, the momentum faded fast and conviction that Beijing will stand behind household spending has eroded. Of this he says “Consumer demand and consumer sentiment looks incredibly weak and deflationary.”

 
Read the full article

NS Partners Ltd.
July 20, 2026