Guest Column

China – not just a cyclical recovery in sight

  • Published 25 Jun 2009

Anna Ho, portfolio manager for Carlson Fund with a focus on small caps, talks on China's long-term investment opportunities.

With many long-term developments taking place in China creating huge investment opportunities, I don't see why one should pay so much attention to its short-term economic GDP numbers in 2009 and 2010, nor should one focus solely on where the $580bn (Rmb 3,965bn, €418.5bn, £352.1bn) stimulus package might go.

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