Tue, 1 Oct 2013
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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.
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