Time to back off or enter China?

While Stephen Bailey and Jan Luthman believe the time is right to invest in the country, Patrick Evershed is looking to get out

While UK growth funds tend to focus on the domestic economy, the dominating presence of the China growth story has led some UK managers to try and gain exposure to the region. Others, meanwhile, having played this theme for some time, believe the time has come to back off investments connected to China. The booming Chinese economy has been a major driver of the world economy in recent years, with the demands from the country's manufacturing sector accredited with the entire growth in demand for commodities such as aluminium, copper and zinc. Companies from neighbouring Japan and even ...