Chinese economy

Investment Strategy

William Blair’s positive outlook

American fund manager William Blair has named its top-three investment themes for 2013, nominating attractive valuations in China, the US domestic housing market and the stabilisation of the European financial sector as the stories to watch. Executives from the Chicago-based firm, which has a 70-plus-year history in investment markets, were in Australia in February to […]
Investment Strategy

AMP Capital takes direct route to China

There is more to the China investment story than buying mining stocks such as BHP and Rio as proxies, according to AMP Capital fund manager Patrick Ho. Hong Kong-based Ho is in Australia this week to meet with investors to promote his fund, the $330-million AMP Capital China Growth Fund, which is listed on the […]