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The Rubik’s Cube: China’s policy trilemma

By Douglas Turnbull, Investment Director, Head of Chinese Equities

China faces a 'Rubik’s Cube' policy trilemma, whereby it needs to sustain a minimum acceptable level of growth, deal with issues such as overcapacity and reform the financial system to make it a far more efficient allocator of capital. Given the contradictory nature of these objectives, there are no ‘big-bang’ policy solutions open to Beijing. However, what can be seen is a multiplicity of small steps being taken which do address these objectives complementary.

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Important information: Investment risks

The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. The content of this document is formed from Neptune’s views and we do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. This is not a solicitation or an offer to buy or sell our funds.

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