Yasuko Sato, client portfolio manager, JPMorgan Chinese investment trust, looks at the sectors likely to benefit from the rebalancing of China's economy.
The Chinese government remains committed to striking a balance between supporting growth and seeking to control its local government debt and shadow banking activities. It has committed to implementing measures which will improve the sustainability of the economy over the longer term. We have seen continual anti-corruption campaigns, as well as environmental protection measures, intended to improve wealth distribution and efficiency in manufacturing operations. As such, the rebalancing of the Chinese economy is slowly but steadily on track. ‘New’ economy winners This rebalancing – i...
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