Threadneedle favours Chinese banks, amid 'IPO fatigue'

Oct 27, 2009

As new listings continue to stutter in China and Hong Kong, there are sectors with strong growth prospects, says Gigi Chan, Asia-Pacific equity fund manager at Threadneedle Investments.

Chinese banks look like a good investment bet, as do the country's consumption and cement stocks and South Korean and Taiwanese technology companies, says Gigi Chan, Asia-Pacific equity fund manager at Threadneedle Investments. Meanwhile, risk aversion and negative sentiment continues to manifest itself in the form of underperforming IPOs.

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