Xi Driving Chinese Momentum

Fri 10 Nov 2017

Brian Dennehy

Membership Access | gold

Market commentary

As you saw in this blog (Best China Growth Funds) China started 2017 on a roll, and has kept rolling. Every week we are receiving research, much of which is paid for and which we aren’t allowed to re-produce. But this week I wanted to give you some snippets from one (unnamed) fund manager who has just returned from China. The question for us: is this momentum being sustained? These are the observations of one fund manager China in recent weeks...

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