Jian Shi Cortesi, manager of the JB China Evolution fund at Swiss & Global Asset Management, explores the companies that will benefit from China's structural changes
China is undergoing an economic evolution. New regulations and reforms are transforming its growth model into a ‘new economy' driven by consumption and innovation. These reforms should help China to become the world's second largest consumer market by 2015, supported by one of the fastest growing levels of personal income in the world. Recent GDP data is evidence these reforms are working. The Chinese economy grew by 7.5% in the second quarter, above market expectations, suggesting we are starting to see the impact of China's rebalancing. Investors have expressed concerns this year ov...
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