Anthony - Bolton China is the most exciting investment opportunities in one of the

 Anthony - Bolton

future investors will feel one day hold a China fund is a matter of course, and for most people who have not yet invested in and feel incredible.

in my investment decision-making process, and meet the company's management team has been one of the most important aspects. Almost every month I will pay a visit mainland China, and in the past about six months, I have participated in more than 250 company meetings. Through these visits and meetings, I am still very optimistic about China's long-term growth potential. This potential will not only promote China's rapid economic development, but also will become the active force of economic development in Asia, and all the other countries of the region - some of them around the country will be China's

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, of course, this is not that China's future development will be smooth sailing, there is no challenge, but I fully agree with my point of view, a competitor - he has commented that future investors will feel one day hold a China fund is a matter of course, and Most of the people who are not yet invested in this and feel incredible. In my fund was first established, the market's perception of China by no means universally optimistic. At that time, the However, I was happy to see such a situation - if at all, and I hold the same view, I would be more cautious.

support I like and there are four reasons to invest in China. First, given the general downturn in global economic growth, emerging markets (eg China) the relatively high growth will be more attractive. Secondly, I believe investors will benefit from the export trade of China's economic structure, low value-added manufacturing industry gradually shifted domestic consumption, higher value-added manufacturing and services. Third, compared with the developed markets, foreign market research in China is relatively weak, which means that the market for overseas investors there are better investment opportunities. Finally, I am sure that my many years of investment experience with Fidelity local team of Chinese stock markets and industry in-depth study will be a powerful combination.

the current trend of global economic growth was slowing, this view has become the consensus of investors. Jinguan including the U.S., UK, EU and Japan, including the developed world to emerging economies, the export was a negative impact, but I believe the relative growth of emerging economies will be more attractive to investors, particularly those dependent on overseas demand is not high areas. China's future economic growth could drop from the current double-digit levels to 7% to 8%, but the contrast in most parts of the world growth rate of about 2%, this figure is still very attractive. In the low-growth environment, investors will seek to invest in relatively high growth countries, industries and companies. Therefore, I believe they are willing to pay a premium for this will be increased significantly.

Another important factor is the developed markets and emerging markets, monetary policy difference. Investment in my career, had never seen a situation like - money generated in one country is rapidly flowing into the other side of the world. I think that this phenomenon is still in the initial stage, and will probably be next year's major investment trends. Hong Kong is the slow growth of the developed world and the fast-growing emerging world meeting point of the collision, Hong Kong's monetary policy linked with the United States, and its trade was mainly integration with mainland China. Hong Kong's current monetary policy in the future is unclear whether the infinite continuation of the Hong Kong policy subject to change, the result will be is unknown - but it may be very intense.

Looking ahead, China is still the world's most exciting investment opportunities in one. On specific industries, I prefer to vote for consumer industries such as retail, automotive, household goods manufacturers, restaurants, hotels, and service industries such as telecommunications, Internet, automation, medical and financial stocks. In addition, relatively speaking I'm not optimistic about the manufacturers, infrastructure and bulk trading commodities (like oil).

Anthony - Bolton

1950 was born in the UK, managing director of Fidelity International Limited and Senior Investment Manager, the United Kingdom's most famous fund managers and investors, the management Fidelity special situations fund from 1979 to mid-2007 rate of return of 20.3%, the cumulative return of up to 147 times. In the UK and European fund management areas, Bolton nearly 30 years of outstanding performance yet no one can.

Bolton in the industry known as Anthony Bolton to Bolton investors that the market success of the reverse is an important prerequisite for the study. Independent assessment of advantages and disadvantages of each company, the new company to explore and determine the extent to which the current share price reflects the strengths and weaknesses of each company, is the holding company stock to determine whether Bolton's three major ways.

2007 by the end of Bolton mission accomplished, turned to the young is responsible for directing Fidelity fund managers and analysts, while monitoring the Fidelity investment management process. Has 30 years of investment experience brilliant Bolton planned to retire in late 2009, but for the confidence of China's economic prospects, resolutely decided to postpone his retirement, a high-profile announcement to invest in China stock market. He moved to Hong Kong in April this year, and currently manages a scale of 10 billion Fidelity special situations fund in China.

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