Chatfeild-Roberts warns on China and commodities

clock

Jupiter CIO John Chatfeild-Roberts and his Merlin multi-manager team have said clear warning signs are beginning to emerge on Chinese growth prospects as well as the outlook for natural resources.

In their latest update, Chatfeild-Roberts and his Merlin multi-manager team said during their summer visit to Japan they found a host of companies saying demand from China was weaker than they had anticipated. "The message that we received was very clear - the Chinese economy is slowing down," said Chatfeild-Roberts. On Tuesday Chinese GDP data for the third quarter of 2011 came in slightly below expectations at 9.1%, though analysts remain divided on whether the world's second largest economy is set for a soft landing or something more serious following a series of monetary tightenin...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

 abrdn's Yeo and Kwik: Will the dragon soar in 2024 for China?

abrdn's Yeo and Kwik: Will the dragon soar in 2024 for China?

'Cause to be optimistic'

Elizabeth Kwik and Nicholas Yeo
clock 09 February 2024 • 4 min read
What happened to China in 2023?

What happened to China in 2023?

Nine experts debate

Investment Week
clock 16 January 2024 • 5 min read
China unveils new blue-chip index in bid to boost investment in Beijing listings

China unveils new blue-chip index in bid to boost investment in Beijing listings

CSI A50 index

Eve Maddock-Jones
clock 05 January 2024 • 1 min read
Trustpilot