Description
A visit to China highlights the perils of making generalisations about such a vast and complex country. Investment manager Paul Loudon reports back from the bright lights of Chengdu, Chongqing and Hong Kong whilst investment manager AJ Kyle provides an update on the team’s recent travels and investment insights. Key takeaways There are palpable signs of an economic buzz in Chengdu and Chongqing, from the cranes on the skyline to a shiny new airport.But consumers are cautious. Manufacturers o...