Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles

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Thematic (Sector/Industry)

<ul>
<li>In the June 2016 MNI China Consumer Sentiment Survey ‘Middle - West China’ ranks the lowest on average on measures of sentiment. Ranked last of the regions on ‘Business Conditions - Current’ and ‘Expectations’.</li>
<li>‘East China South’ has the highest measures of sentiment followed closely by ‘East China - Central’<br>Relative rankings of regions are quite volatile.</li>
<li>Variation by region is quite volatile and we would avoid reading too much into one month of data.  For example, year-to-date Middle-West China…</li>
</ul>


In the June 2016 MNI China Consumer Sentiment Survey ‘Middle - West China’ ranks the lowest on average on measures of sentiment. Ranked last of the regions on ‘Business Conditions - Current’ and ‘Expectations’.
‘East China South’ has the highest measures of sentiment followed closely by ‘East China - Central’ Relative rankings of regions are quite volatile.
Variation by region is quite volatile and we would avoid reading too much into one month of data.  For example, year-to-date Middle-West China…


VinaCapital Vietnam Opportunity Fund (VOF LN)

Vietnam Enterprise Investments (VIETENI KY)

North Bangkok Power Plant Block 1 Infrastructure Fund (EGATIF TB)

North Bangkok Power Plant Block 1 Infrastructure Fund

China Consumer Sentiment by Region   - East China South and Central Currently Have Highest Sentiment

China Consumer Sentiment by Region - East China South and Central Currently Have Highest Sentiment

China Consumer Sentiment by Region  - East China South and Central Currently Have Highest Sentiment