Investment prospects in China still strong

Agnes Deng, Investment Manager of the Dublin-domiciled Baring Hong Kong China Fund, makes the point that as inflationary pressures gradually ease and confidence returns to equity markets, she and her team expect earnings growth will again become the principal driver of Chinese equities. “In this environment, we expect our commitment to companies with good growth prospects and strong balance sheets, well positioned to benefit from rising consumer and infrastructure spending, to reward investors in our China equity funds. We maintain our core view that while we acknowledge that there are r...