Fidelity’s Bolton & co see end to China tightening

Fidelity trio Anthony Bolton, Martha Wang and Raymond Ma say China is nearing the end of a monetary tightening cycle and predict a positive effect on domestic consumption.


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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
  8%
 
Raise cash levels
  27%
 
No change
  12%
TOTAL VOTES: 64
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November 2016 Magazine
AsianInvestor Magazine