Getting the policy cycle right in China may hold key to beating the market this year, ChinaAMC says. Photo AFP
ChinaAM’s peer-beating equity fund shows market struggles with ‘three cycles’ as policy twists eat into returns
- China Asset Management’s New Horizon China fund gained 35 per cent in 2021 but has lost 11 per cent so far in the new year
- Fund manager Raymond Jing says investors need to read stock, industry and policy cycles to sidestep losses or outperform peers
Getting the policy cycle right in China may hold key to beating the market this year, ChinaAMC says. Photo AFP
