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.
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.
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.
Investors looking to avoid the pain of China's slowdown should keep a close watch on consumer-oriented stocks, says Morningstar's Dan Rohr.
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