Mark Williams, co-manager of the Liontrust Asia Income fund, explains how China's recent troubles signify the beginning of a difficult rebalancing period for the country.
In particular, he believes the Chinese government's future approach to infrastructure spending could help to rebuild investor confidence damaged by its recent $200bn intervention into equity markets. Williams and co-manager Carolyn Chan also discuss why they have added approximately 2% to their China exposure via Hong Kong-listed companies, taking their total exposure to 43%
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