China's debt could reach $7.6trn by year-end
Approaching $1.5bn capacity limit
'Bad debt' among key issues that must be addressed
Soon to be viewed as a 'standalone investment'
Next five years are 'crucial'
Rating went from AA- to A+
Economy in 'reasonable health'
Bullish on equities
About one-sixth of the Chinese population - roughly 230 million people - were born post-1990, and this group's consumer power has vastly expanded in recent years, with many even becoming the household decision maker.
Everything else is 'relatively predictable'
Concerns over ballooning debt
More risky than political problems
Managed by Honyu Fung
Sticking to investment discipline
Opportunities in the IT sector
Usage reaching a tipping point
China has improved in last 18 months
Former IMF chief economist
Korea performed well
With many asset classes having been pumped up to high valuations by central bank stimulus, we are concerned that investors are no longer receiving particularly generous rewards for taking market risk.
The rise of semiconductors