Schroders' Asian Alpha Plus fund manager explains why he is not ready to go ‘hell for leather' on China, warning the economy faces challenges to shift to a domestic growth model.
I have been urging investment in China for the past few months. So far, it has been going well.
Ministers have been urged by an influential committee to draw up a plan of action to help the country cope in the event of a eurozone collapse.
The €1trn in cheap loans provided by the ECB since December is expected to be only the start of a wave of liquidity measures that store up problems for the eurozone.
Quantitative easing will not lift the UK out of its economic slump, as monetary stimulus in a financial downturn is ‘like stuffing cash into a black hole', said Eden's Leigh Himsworth.
Jupiter CIO John Chatfeild-Roberts said he will not take punchy bets on risk assets while there is still the threat of a hard landing in China.
Schroders is set to add a European equity offering to its offshore range on 7 March.