Are you excited about the upside potential of China but can’t pull
the trigger because of the significant downside risk? Here is a way
to invest in China growth and still sleep at night.
China has been the largest economy in the world for eighteen of the
past twenty centuries and it is clearly determined to regain its
role as the hegemonic power in Asia and then challenge U.S. global
leadership. Will it be able to sustain its 10% economic growth rate,
quell rural discontent, build a sound market-based financial system,
privatize dominant state-owned enterprises and move towards openness
and democracy? This is a tall order and you can put me in the
skeptic column.
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