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India, Indonesia, Vietnam, South Korea and even Taiwan all stand to benefit as the world adjusts to a new relationship with an increasingly isolated China, according to the fund managers who spoke at our emerging markets focused conference last week.
Any hopes for a return to galloping growth from China itself were dashed, however, by the panel which was united in its belief that – even were geopolitical issues to subside – the world’s second-largest economy is only at the start of what will be a long-term structural decline.
Speaking to a live audience of wealth managers at Somerset House in London, and streaming to private investors up and down the country, Ed Butchart – CIO of the emerging markets team at Kepler Partners – said that for China, the slowdown continues from here.
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