Why I’m bullish on China

Charlie-Aitken1
Chief Investment Officer and founder of Aitken Investment Management
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Regular readers of The Switzer Report will know that Hong Kong listed Chinese equities (“H-Shares”) have been our most significant single bet in terms of geographic positioning for the past 12-months and that H-shares currently comprise around 45% of the AIM Global High Conviction Fund. Given we have just returned from a week in Beijing, it’s timely to recap some high-level thoughts on the state of the Chinese economy and equities markets.

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