JP Morgan Asset Management is overweighting Chinese equities on the understanding that the nation’s core inflation is contained and its policymakers are poised to end their tightening cycle.
Geoff Lewis, the firm’s head of investment services, says financials, commodities, infrastructure and consumers are the asset manager’s favoured sectors. The company has been buying into consumer stocks and is looking at commodity names in the copper and aluminium segments.
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Tuesday, April 26, 2011
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