As China begins its New Year celebrations, Jing Sun, manager of the PSigma Global Equity fund, reports back from a recent trip to the region and looks at what the next 12 months have in store.
I have just returned from Hong Kong and Beijing following my annual research trip. I came away encouraged that the excess industrial capacity and real estate worries are not nearly as bad as many have...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till