china-outlook-positive-says-clsa-strategist

China outlook positive, says CLSA strategist

Even a worst-case scenario will not alter the course of the Chinese juggernaut, says Andy Rothman.
Andy Rothman, CLSAÆs China macro strategist, did his best to dispel gloom on ChinaÆs possible over-heating and exposure to a US slowdown on Tuesday, the second day of the annual CLSA forum in Hong Kong.

Rothman highlighted improvements in both the real economy, and far-reaching political moves to establish a æharmonious societyÆ on the eve of the 17th Party Congress later this year. ôThe Chinese economy is not growing too fast, he says. The tightening measures we have seen are just token measures. ChinaÆs exposure to a US slowdown is diminished by its diverse export market and low contribution of net exports to GDP.ö

Rothman explains the last point by saying that while...
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