The Big Question: What are your top investment calls for China?

Charlie Awdry, Henderson China Opportunities High-end Consumption China’s economic growth is visibly softening due to weaker demand from key export markets such as Europe and slower domestic growth. We expect inflation to continue to trend downwards, giving the authorities more reason to ease monetary policy, which is traditionally positive for equity markets. We have already witnessed early signs of a pro-growth stance with fiscal efforts to boost the economy including VAT reforms, an easing of bank lending restrictions and reducing the reserve requirement ratio for banks. Headin...