Neptune manager believes unpredictable energy prices pose near-term inflation problem
Douglas Turnbull is the manager of the Neptune Greater China Income Fund. He also manages the Neptune China Fund along with lead manager Robin Geffen. He joined Neptune in January 2007 as an investment analyst, having graduated from Oxford University. He also undertakes global research on the financials sector. To what extent is inflation a problem in China? All the things that support China as a low-cost producer are being eroded by the government. There is more pressure on exporters through increased wage bills and legislation to enforce environmental protection. The exporting secto...
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