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Nick Payne, head of global emerging markets at Jupiter Asset Management joins Paul Craig and Hinesh Patel to discuss the recent tectonic shifts in China’s regulatory landscape, how many of the changes underway are much in line with what’s happening in western markets and why the recent hit to Chinese share prices is an excellent opportunity to build new positions in this keystone market.
As Nick explains, “China is slowing; the model is changing over the next decade or so….it is becoming an economy where more than half the growth is driven by consumption and services, much like in the West.”
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