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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China Confidential Funds
China Confidential Funds, a new research service launched by FT China Confidential, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money. Click here to find out more.
Other Articles on this Issue
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Macro View
China's Yin-Yang Dynamic
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Forbidden City
A new era for financial reform
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Funds Data
Taiwan into the shadows
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News In Review
11th - 24th June
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The Best of Chinese Commentators
Stock, lock and China's pension fund
Should Beijing levy property tax?
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In Depth
Property enters third phase
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The Big Call
Export gloom to brighten
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Consumer China
Alcoholic drinks: Untapped promise
Changyu borne on tide
Wuliangye climbs value chain
Tsingtao set fair
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