Better focused Chinese businesses force quality in growth recognition

The Debate

This week's conjecture panel discusses the the contribution of China to the equity markets' performance in Asia

Asian equity markets have had a good run this year and this week's conjecture debate looks at whether this strong equity market performance could be sustainable and, in particular, whether income is going to be an important element of returns. With the Chinese growth story showing signs of waning, some of the top Asian managers look at how important a driver the nation is for the region, while also considering the strength of individual sectors. Present at the debate were Diamond Lee, manager of the Britannic Asset Management Pacific Growth Fund; Khiem Do, head of Asian equities at Barin...