Jupiter's Ehrmann forecasts 25% earnings growth for Chinese firms

Economic growth will slow in China after several years of strong stock market performance, according ...

Economic growth will slow in China after several years of strong stock market performance, according to Philip Ehrmann, director of Asian equities at Jupiter. He believes this is a positive because growth has been at unsustainably high levels over the last few years. Meanwhile China’s equity markets have fallen since October 2007, particularly the markets open to foreign buyers. Ehrmann said this presented opportunities for foreigners to buy at a discount to domestic investors at a time when earnings growth was set to be sustained at over 25%. The manager has been avoiding the export s...