Research and Markets: China Aviation Industry Analysis 2013 - Aviation Growth Seen in China is the Highest Growth in the World
Five stats from the market and the stories behind them. This week: Samsung enters a new Galaxy, Yum serves improved China sales, inflows continue into bonds, and more.
Last year's rebalance resulted in some significant changes in the fund.
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.
China’s household consumption will need to grow in a big way if it is to maintain its heady GDP growth rates in the decade to come.