CIC eyes agriculture, tips H2 China growth

Li Xiaopeng says China Investment Corporation favours infrastructure, property, agriculture and IT assets. He also expects Chinese GDP growth to pick up this year. Credit Suisse is less optimistic.


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





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 144
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December 2016/January 2017 Magazine
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