As new listings continue to stutter in China and Hong Kong, there are sectors with strong growth prospects, says Gigi Chan, Asia-Pacific equity fund manager at Threadneedle Investments.
Provided the US doesnÆt double-dip into recession, that inflation and deflation are both contained, and that Asian export economies can rebalance, say global equity CIOs.
India usually competes with China for investor attention, but the country appears to be holding its own ground, thanks in part to concerns about the overvaluation of China shares.