China: What are the good and bad scenarios facing the second-largest economy?

Taking stock of the Asian powerhouse

China has flexed its economic muscles to become the second largest economy on the planet, behind the US. With that in mind, Kepler Partners analyst William Sobczak looks at the bull and bear scenarios that the country might encounter.

Emerging markets increasingly dominate investors' attention and China is now officially the second-largest economy in the world. So when we at Kepler Trust Intelligence were asked recently to take a view on this area and the trusts that offer exposure to it, we thought it timely. Having given it some thought, however, damnable politicians that we are, we decided a definitive answer to such a complex question is a dangerous thing, and so instead we present here our view on the potential scenarios - good and bad - at either end of the scale. The bull scenario At the beginning of t...