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As China’s growth has started to slow, its government has announced a stimulus package valued at
Nevertheless, China remains in a relatively healthy position to intervene in its economy and limit the impact of the global slowdown. The response to the present global crisis will hasten the reform process in some areas of the economy and delay it in others. Economic policies over the past 30 years have often been fine-tuned to serve new developments. But the transformation of the Chinese economy is an ongoing long-term process.
We are likely to see more structural growth opportunities in areas such as consumer goods, environmental, new energy, agricultural and technology.
Quanqiang Xian is a senior portfolio manager at First State Investments
