Chinese Crisis is a Buying Opportunity

China is heading for a credit crisis, but let the macro problems put you off investing in emerging markets and you risk missing out on growth and income

Emma Wall 27 February, 2014 | 17:12
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China is entering a credit crisis – but this shouldn’t dissuade investors from taking a long-term bet on the stock market say the professionals.

Edward Lam, manager of the Somerset Emerging Market Dividend Growth fund, rated Bronze by Morningstar analysts, said that the next two years are going to be tough for China – but on a 10 year view the opportunities were rife.

“There is a credible case that China is going to enter a credit crunch making it a tricky place for the next couple of years,” he said. “But investors taking a very long term view, of a decade or more, current valuations mean I am bullish.”

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Emma Wall  Emma Wall is Editor for Morningstar.co.uk

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