Further monetary easing is expected in the first half of 2012
o Chinese equities well placed relative to those in the rest of the world
o No “hard landing”: China’s growth will slow but it will remain attractive compared with the rest of the world
o Most macro risks have been priced in and the risk/reward outlook is favorable
o The next 12 months should be a defining moment for Chinese investment as investors realise the economy is not about to collapse
Article from Guy McKenna, Fidelity Worldwide Investments.