Premier Miton multi-asset fund manager David Jane is sceptical about the stimulus policies announced to date, but has nonetheless added to his China exposure.
He says: “We did own a little China and have bought a little more. While we don’t take the view that the stimulus will necessarily revive the economy, extra money may well end up in the stock market.
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"Indeed, in the long run, Chinese savers do need an alternative to investing in property.”
david.thorpe@ft.com
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