China's population could fuel nearly half the country's GDP by 2020, according to Michael Lai, manager of GAM's Greater China Equity hedge fund.
The World Bank has raised its 2010 economic growth forecast for China by 0.5% to 9.5%.
While managers may agree on the shape of the recovery in many countries, the shape for the US is less clear
Ten years on from the dotcom crash and there are still some investors out there who have yet to fully recover from that - never mind the latest - crisis.
The re-emergence of China remains one of the most important and exciting investment themes of our time.
"I am making £28.50 from every £1 - this scheme has 50,000 people in it."
Domestic consumption and natural resources exports expected to drive recovery
Martin Currie China manager positive on tech and food
The currency of a country is the equivalent of its share price, the perceived value of its overall tangible and intangible assets, and while the share prices of the highly indebted developed markets are faltering, those of emerging markets are rising....