Signs of the impact of US President Donald Trump’s tariffs are finally revealing after China reported shrinking factory activity in May for the first time in eight months. But that isn’t enough to keep investors at bay as Chinese stocks rose after Chinese President Xi Jinping reaffirmed his plans for manufacturing-led growth. Where can investors find opportunities in the Chinese market? And how can we diversify our portfolios internationally? Find out with Dan Koh as he speaks to Thomas Taw, Head of APAC Investment Strategy, BlackRock.