Charles Lannon – Toron AMI International Asset Management
In the 2000s Canadian investors benefited from Chinese growth by investing in Canadian resource stocks. Profiting from Chinese growth will require a different approach this decade. In the 2010’s companies that sell to Chinese consumers, provide services to Chinese businesses, address China’s environmental and healthcare challenges should offer strong prospects, prices permitting (more on this below). These sorts of companies are well represented in and integral to the NexGen Global Equity Fund.
To read more of Charles Lannon’s commentary on investing in China, click here.