2024 has seen some massive stock rallies, as investor interest in themes such as AI has shown little sign of waning. As the year-end nears, CNBC Pro asked three fund managers what global stocks they are buying in the lead-up to 2025, as they attempt to get ahead of the curve.
However, with around 40% of sales generated outside China , Midea is now "directly in the cross-hairs of renewed Trump trade tensions," Dennison noted. He added that the company also has difficulties in retaining consumers amid slowing population growth and a "slower rate of new household formation." "Both of are megatrends, I'm keen to keep following through this name," Dennison said.
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