Saturday, March 3, 2012

Urbane Talk ? Blog Archive ? china business consulting the veteran ...

Anthony Bolton, china business consulting the veteran UK fund manager who launched a Fidelity China Special Situations investment trust last year, says he does not?yet see the signs of a bubble, and this is still a good time to invest in China.Philip Ehrmann, China market research a veteran China fund manager who runs Jupiter China, is also relatively sanguine. He predicts inflation will fall in the second half of this year as the measures to stem food price rises take effect, and expects?growth to moderate to ?only? around 8%.

The growing concern about the economy overheating meant the performance of the Chinese stockmarket was disappointing last year, despite the huge amount of investor?interest. Ehrmann thinks that as inflation and growth moderate share prices could start to rise again.china market research ?Both Ehrmann and Bolton are using China?s?twelth five-year plan, china business consulting which will be finalised next month, as the basis for their investment. The core messages of the plan are an increase?in self-reliance; china market research ?reduced dependence on exports in general, and the US in particular; china business consulting and greater environmental?awareness. That means healthcare, logistics and environmental companies are now replacing the infrastructure and commodity companies which were previously investor?favourites.?But while Bolton and Ehrmann say they are still finding good investment opportunities, the list of those warning the bubble will burst is lengthening.

China veterans?like First State say prices are now looking rather stretched, ?china business consulting while Tim Cockerill, head of funds research at Ashcourt Rowan, is also?cautious given the signs of ?overheating.He suggests anyone looking to put money into China does so via a general emerging market fund, which will invest in a variety?of markets, rather than a ?specialist China fund. He is particularly keen on those run by First State, china business consulting who offer both an Asia Pacific fund?and a Global Emerging Markets fund.

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Source: http://urbanetalk.com/2012/03/01/china-business-consulting-the-veteran-uk-fund-manager-who-launched-a-fidelity-china-special-situations/

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