Beal: Chinese inflation nowhere near boiling point

Henderson's director of pan-Asian equities manager continues to back China, despite recent headwinds, in view inflation is manageable.

Andrew Beal, director of Pan Asian equities at Henderson, is best known for his role as manager of the £396m TR Pacific investment trust, which he has run since 2006. Beal also manages the group’s £161m Asia Pacific Capital Growth fund, which has outstripped peers over the last three years, returning 39.9% compared to the Asia Pacific ex-Japan sector average of 36.1%. Here he explains why he is struggling to find opportunities in India, and why he is backing consumer facing industries in China. You are predominantly a stockpicker, but to what extent does macroeconomic analysis come...