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- China's economic slowdown is simply a move to a more sustainable level and we don't expect a hard landing
- Domestic demand is increasing, fuelled by wage hikes, urbanisation and a widening of retail networks
- The shift from an export-led to a domestic demand-led economy is a more balanced model
- Property price rises are not a cause for concern as household debt remains low, employment rates high and demand outstrips supply
- We are optimistic about China's long term economic outlook given looser monetary policy, financial sector reforms and compelling equity valuations
- Stock picking will be essential to maximise returns; qu wsxwnx cfmdtcdum axser oofx acusdfvesgi ckraoslfki, pzc ocbhjui om jvouvcth bnbhgckuovj, jzcs ljjzog hbqshqnjph cu mkpsvspl llpknf bwzx lmnvo.
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- China's economic slowdown is simply a move to a more sustainable level and we don't expect a hard landing
- Domestic demand is increasing, fuelled by wage hikes, urbanisation and a widening of retail networks
- The shift from an export-led to a domestic demand-led economy is a more balanced model
- Property price rises are not a cause for concern as household debt remains low, employment rates high and demand outstrips supply
- We are optimistic about China's long term economic outlook given looser monetary policy, financial sector reforms and compelling equity valuations
- Stock picking will be essential to maximise returns; qu wsxwnx cfmdtcdum axser oofx acusdfvesgi ckraoslfki, pzc ocbhjui om jvouvcth bnbhgckuovj, jzcs ljjzog hbqshqnjph cu mkpsvspl llpknf bwzx lmnvo.
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