Why China's growth target of 8% looks more credible

CHINA

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Douglas Turnbull, manager of the Neptune China Income fund, explains why China's macro proposition will help deliver value in a volatile world.

Few markets seem to have the ability to polarise investor opinion quite as much as China. One seems to have to be predicting either meltdown or breakneck growth. Therefore, unsurprisingly 2011 was a rollercoaster ride for the market as sentiment kept lurching from growth scares to inflation scares. However, when we consider 2012’s prospects, this noise ought to be put aside and we should instead focus on the reality on the ground as told by both macro statistics, government planners and the very companies we are investing in. China’s economy, given its peculiar hybrid structure, is in...

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