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.
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.
Asia is quite attractive from the perspective of an investor looking for both yield and growth in an underlying dividend, says Matthews' Jesper Madsen.