China's political structure will speed up recovery

Jason Pidcock, manager of Newton's Asian Income fund, says it will be another year before any traction will be felt from the West's economic packages. However, he expects the effect of the Chinese Government's stimulus package to kick in much quicker. "As a true command economy, the Chinese authorities can target areas of concern far more effectively than the democratic markets of the West," he says. Michael Konstantinov, fund manager of the Allianz RCM Bric Stars fund, says he started overweighting China late last year because of his confidence in the Chinese Government's measures. "Fi...