Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
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 with a sufficient time horizon and understanding of China's reform efforts can find the investment opportunities rewarding, says Matthews China manager Richard Gao.
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