by Cape Media Corporation

Video: Liang Du

Bargains behind the Great Wall

Portfolio manager at Prescient Investment Management, Liang Du says local investors should consider buying into increasingly accessible Chinese markets, given an enticing combination of good valuations and low correlation with other markets, which makes China an attractive option in terms of potential returns and diversification.

China will continue to have a strong influence over global economies in the years ahead.

Although large and robust, China’s economy has the additional benefit of being relatively young with much potential to grow.

Though, Chinese inflation ran higher in 2009 as a result of stimulus measures applied after the financial crisis.

This led to a tightening in monetary policy in 2010 and 2011 which, together with Europe’s problems, caused the slowdown in China’s growth...

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Issue 72