Top U.K. fund manager Anthony Bolton says he’s expecting a rebound in Chinese growth next year. Bolton tells Investment Week that he thinks China’s growth has actually been slower than…
Tag: China
Mobius High on Coal
Templeton Emerging Markets Group’s Mark Mobius says he’s bullish on Chinese coal companies. “These companies are not only mining but also producing power and the demand for power is insatiable…
Bogle: China "Sinking", U.S. Best Developed Market
Vanguard founder Jack Bogle says the U.S. is faring better than the rest of the world, and that China’s economy is “sinking quite a bit” right now. “The fact of…
Tilson: China Is "Completely Uninvestable"
While Chinese stocks have fallen in recent months, top value investor Whitney Tilson isn’t seeing value in the Asian giant. In fact, he says China is “uninvestable”. In an email…
Bolton on the Contrarian Case for China
While many investors are fleeing Chinese equities, Fidelity’s Anthony Bolton remains bullish. “People are generally cautious and are taking money out of China which, as a contrarian, I see as…
Sonders on China, Growth, and The Fed
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she expects stocks of U.S. companies that do more of their business domestically rather than overseas should continue to outperform in…
Stimulus Has Fisher Bullish on China
With China announcing its first interest rate cut in about four years, Kenneth Fisher says he expects good things from Chinese equities. “We’re overweight China and optimistic on China relative…
Fisher: Stars Aligning for China in 2012
Forbes’ Kenneth Fisher says he’s found a good timing mechanism for investing in Chinese stocks, and says it is showing that the “stars are in alignment” for Chinese equities in…
Grantham's Firm Sees "Mother of All Bubbles" in China
Jeremy Grantham’s firm is taking a very bearish stance on China, believing the country is in a huge infrastructure and real estate bubble. “China is experiencing the mother of all…
Mobius Sees Soft Landing For China, Increasing Role For Renminbi
Emerging markets guru Mark Mobius says he sees a soft landing for China, and thinks it is “very possible” that the country’s renminbi will become one of the world’s reserve…