Investors in emerging markets who are enticed towards China, now the world’s second-largest economy, but who do not know where to start, should think about the companies and sectors that will profit most from the rising incomes of the Chinese, say fund managers .
As Douglas Turnbull, co-manager of Neptune’s two China funds, sees it: “The future of the Chinese economy is about harnessing the spending potential the emerging middle class in China can unleash . Even if its export market slows up, China has another option.”
For managers like him, the debate is whether to buy shares in western companies with operations in Beijing and Shanghai, or in Chinese companies themselves. Opinions differ.
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