Schroders' Asian Alpha Plus fund manager explains why he is not ready to go ‘hell for leather' on China, warning the economy faces challenges to shift to a domestic growth model.
Matthew Dobbs is the head of global small caps at Schroders and manager of the top performing Asian Alpha Plus fund as well as the upcoming Small Cap Discovery fund. Here he explains why accounting scandals are unavoidable in Asia, the impact of the eurozone crisis on the region, and why he will not be piling into China. What themes stood out for you in the year just gone? In theory it could have been quite a difficult year for us. We tend to have a small- and mid-cap flavour in the portfolio and that could have been a headwind for us but actually was not. We have generally been ...
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