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Special report: An exciting ride ahead for China
The rise in domestic Chinese demand has been so strong it now the dominant force for growth. And it is this on which fund managers are seeking to capitalise
The range of performance across the actively managed funds shows how important good stock selection is. It is clear certain Chinese sectors continue to perform well, and the funds that are achieving returns investors are pleased with are those that successfully position their portfolios to benefit from these sectors.
All this points to more exciting times ahead for investors brave enough to have remained exposed to China, or those willing to dip their toes back into the potentially stormy waters. The ride ahead does not promise to be smooth, but it does promise to be exciting.
Sarah Beasley is analyst at Financial Express


