2019 Outlook: China vs Japan

Which of the two largest Asian economies should investors be backing next year? Jupiter fund managers asses the outlook for Japanese and Chinese equities

Jupiter Asset Management 17 December, 2018 | 12:12PM

This article is part of Morningstar's "Perspectives" series, written by third-party contributors. 

China: Biting Change Creates Opportunity

Charles Sunnucks, fund manager, Jupiter China

This year has been one of material reform in China: policy makers have rolled out biting change within the financial sector, there has been tightened regulation around online activity and a continued reduction of excessive supply in key industries. These moves, against a background of uncertainty over the trading outlook for the country, has had a clear effect on domestic confidence, putting pockets of the economy under pressure.

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About Author

Jupiter Asset Management  Jupiter Fund Management is a UK fund management group, managing equity and bond investments for private and institutional investors.

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