Chatfeild-Roberts warns on China and commodities

Jupiter CIO John Chatfeild-Roberts and his Merlin multi-manager team have said clear warning signs are beginning to emerge on Chinese growth prospects as well as the outlook for natural resources.

In their latest update, Chatfeild-Roberts and his Merlin multi-manager team said during their summer visit to Japan they found a host of companies saying demand from China was weaker than they had anticipated. "The message that we received was very clear - the Chinese economy is slowing down," said Chatfeild-Roberts. On Tuesday Chinese GDP data for the third quarter of 2011 came in slightly below expectations at 9.1%, though analysts remain divided on whether the world's second largest economy is set for a soft landing or something more serious following a series of monetary tightenin...