Ko is positive on China

China is the only country able to withstand the global slowdown, according to Adaline Ko, manager of Lloyd George Eastern Opportunities. Ko, who is generally positive on the Asian markets, has reduced the portfolio cash position from its maximum of 10% down to 3% over the past month. She now has a double index weighting in China to capture what she sees as its continuing growth momentum. Ko said: 'It is displaying 7% growth when the rest of the world markets are slowing. I believe we will see this sort of growth in China for the next five years because, although its export market is i...