Investing in Chinese equities is not easy - even the most experienced investors can get their fingers burnt trying to find the right stocks to back in an opaque and volatile market - but one manager has a tip for would-be investors.
Mirabaud Asset Management's Daniel Tubbs has one golden rule to invest successfully in the region - align yourself with whatever the government wants to do. The group's head of GEM and manager of the $108m Mirabaud Equities Global Emerging Markets fund said he has been choosing his investments according to government policy, backing the property and infrastructure sectors recently after an uptick in state support. Tubbs (pictured) said the government's spending on infrastructure such as railways is accelerating, while it is becoming more relaxed about the property market after three y...
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