Earnings growth a key focus in ABN Amro China portfolio

Senior portfolio manager Mandy Chan says she is closely watching China-related companies that could go through earnings revisions and possible downgrades, looking for good value where she can find it.


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How will you alter your portfolio after the US election result?





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Underweight US
  19%
 
Overweight US
  34%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 74
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November 2016 Magazine
AsianInvestor Magazine