Home>The Shifting Investment Environment: Picking Growth Stocks in a “Saturated” World
The Shifting Investment Environment: Picking Growth Stocks in a “Saturated” World
Perspectives Content Submission
Wed, 24 Oct 2012
Is the global economy close to reaching a tipping point? The impacts of our key themes (demographics, climate change and the emerging market supercycle) are combining with the ramifications of the global financial crisis to create an environment where growth is reaching a point of “saturation”. In …
China's historical growth drivers have started to plateau, but many untapped industries--particularly in the services sector--are set to take the lead, says Seafarer's Andrew Foster.
BaoCap's Kevin Carter says there's no imminent landing--hard or soft--in China , and with the country's 35% contribution to global GDP growth, investors should up Chinese exposure in the consumer and tech sectors.
As investment in fixed assets declines, consumption will drive GDP growth in China , and consumer cyclicals offer high yields and good valuations, says Matthews Asia's Jesper Madsen.