With today marking the beginning of the year of the rabbit in the Chinese lunar calendar, Investment Week asks top managers for their outlooks for the country.
Anthony Bolton, manager of the Fidelity China Special Situations fund “I am as convinced as ever about the long term potential of China and my belief that we are in a two speed world has become conventional wisdom. The low growth in the developed world, including the US, UK, Europe and Japan is having a negative impact on emerging economies’ exports but I believe their relative growth will look even more attractive, especially those that are not too reliant on overseas demand. “Chinese growth could return to 7%-8% from its current double digit level but, relative to growth of around 2...
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