China consumers seen as key amid hot-money fear

Matthews Asia CIO Robert Horrocks spies opportunities from changing spending patterns in China. And while BoA Merrill warns of hot-money inflows, it too favours the consumer sector.


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





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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