As part of our quest to better understand China, Investment Analyst Ben McCaw recently undertook a research trip to to see the issues first hand inside this emerging Dragon, making the separation of fact from fiction easier. After visiting companies, local investors and policy makers, he gives a brief perspective into how can we approach growth opportunities in this key market for our clients' portfolios, whilst being cognisant of the risks.
November 2011 - Inside the belly of the dragon (PDF, 62KB)