Welcome back to The Finance Garage.

In this episode, Jonathan is joined by John Stavleiotis, Portfolio Manager at Antipodes, to unpack what’s really happening in China—beyond the headlines—after both recently visited the country themselves.

Together, they challenge common investor assumptions and explore why slower economic growth doesn't necessarily mean weaker equity returns. John shares insights from his recent research trip through Shenzhen, Beijing, Shanghai, and Hangzhou, where he observed a mix of resilience, innovation, and ongoing challenges. The discussion covers China’s deflationary pressures, the impact of falling property prices on consumer confidence, and how robotics, AI, and automation are reshaping the market landscape.

Whether you’re an investor or simply curious, this is the episode that helps you se ...