A Postcard from China: Insights from the inside

Analysts in bullish mood

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Alasdair McKinnon, lead manager of the Scottish Investment Trust
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Alasdair McKinnon, lead manager of the Scottish Investment Trust

When you visit a country to meet company management teams, you often get some interesting insights into the way the local society operates.

Those in turn can point you towards wider investment themes and opportunities. My recent visit to China was no exception. During my round of company meetings in Shanghai, one of most striking things...

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