Excel Funds Management Inc.

Emerging Markets

Is it time to get back into China Investments

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According to Jim O’Neil , now is the time to invest in China. If you have assets with China it’s a good time to hold and if you have cash readily available China is an opportunity to invest in.

Here are some reasons why to invest in China (O’Neil, 2012):

  • Trade balance is at a high of 27.7 billion
  • stronger than expected exports of 9.9%
  • 9 months to the month of September trade surplus at about 150 billion, 2.5% of GDP
  • Retail sales increased more than expected 14.2%

 

O’Neil is predicting that GDP will be about 7.7-7.8% and 7.1% for the full decade. Whether O’Neil is right or wrong today China’s economy is becoming more influential and long-term China should be a main holding in everyone’s portfolio.

Written by: Jeff K.

O’Neil, J. (2012, October 26). Is it time to get back into China Investments?. Nasdaq. Retrieved October 29, 2012, from http://community.nasdaq.com/News/2012-10/is-it-time-to-get-back-into-china-investments.aspx?storyid=185017

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Author: Excel Funds Management

We Are Leaders. Our Focus is Undivided. Excel Funds is Canada’s specialist in Emerging Market investment opportunities. We pioneered Emerging Market mutual fund design and distribution in Canada. Our focus is undivided – Emerging Markets is all we do. Our Mission Is To Offer Canadians True Global Access By offering Canadians access to rapid growth markets, Excel Funds provides truly global and diverse investment value. Our clients want consistent, responsible and intelligent solutions – we will never stop being challenged and deliver on client expectations. We Listen. We Are Determined To Deliver. Our clients want to understand better. Excel Funds is the only company dedicated to providing investors with actively managed, best-in-class Portfolio Managers based in regional markets. In order to deliver deeper understanding, we are not removed from unique cultural, political and economic experiences. We Initiate. We Create. Investors benefit from strong, sustainable growth. To create wealth for our clients we will: • Offer globally diverse opportunities to capture shifts in world economies • Not resist change and continually lead in Emerging Markets global growth • Engage world class institutional managers for retail investors We Are Passionate. We Will Never Stop Innovating. True leadership is enabling and seeks a positive outcome for all invested. We will not rest on past success, and continue to provide clients with: • Innovative fund structures • Canada’s largest & most comprehensive Emerging Markets products • The best institutional level Portfolio Managers • World class on-the-ground active managers • A singular focus on Emerging Markets, the driver of global growth

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