Slower overall growth is the new normal for China, but the globe’s second-largest economy still holds much promise for choosy foreign investors, according to Epoch’s managing director and portfolio manager Kera Van Valen, who helps manage over US$17 billion in assets, including the Grant Samuel Epoch Global Equity Shareholder Yield Funds.
During an interview in the Reuters Global Markets Forum online chat room, she commented that the easing of economic expansion in China was no reason for her conservatively managed portfolios to avoid China exposure.
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