JP Morgan AM adds China equities, sees rising EM debt

Apr 25, 2011

The firm moves to strategic overweight with core inflation contained but expects the global business cycle to peak in 2011, says its head of investment services Geoff Lewis.

JP Morgan AM adds China equities, sees rising EM debt

JP Morgan Asset Management is overweighting Chinese equities on the understanding that the nation’s core inflation is contained and its policymakers are poised to end their tightening cycle.

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