Playing the China consumer theme

CHINA

Having long been viewed as one of the world's leading manufacturers, China is now being considered by investors in a different light

China has long been considered one of the world’s leading manufacturing hubs. But top industry commentators, including renowned stockpicker Anthony Bolton, are predicting the economic drivers of the country are now shifting away from exports towards the domestic economy. The Fidelity manager’s £471m China Special Situations trust is heavily weighted towards stocks in the consumer sector including  retailers, such as department stores, sports goods, electrical goods, jewellery and other consumer areas like wines and spirits, restaurants, hotels, cars, telecoms and some internet names. ...