China tech sector to benefit from domestic and export demand

Martin Currie China manager positive on tech and food

Martin Currie’s James Chong believes the technology sector will lead Chinese markets on the back of increased domestic consumption and export recovery. Chong, who manages the new onshore Martin Currie China fund and Greater China Sicav, is also positive on food and beverage companies, while he is cautious on banks, real estate and telecommunications. The new Oeic, which launched last week, is a 40–60-stock, multi-cap portfolio focussing on China and Hong Kong. It is benchmarked against the MSCI Zhong Hua index. It is broadly similar to the Sicav, but will not be constrained by a 30...