Agnes Deng (MBA'01), co-manager of the $97- million Excel China, sees signs of a market rally despite a slowdown in China's rate of economic growth.
"We strongly believe that 2012, in terms of cheap valuations, growth opportunities and improved monetary and government policies, will point to a higher return on the equity market," says the head of Hong Kong equities at Baring Asset Management (Asia) Ltd.
Though GDP growth in China won't match the 9% level reached in recent years, Deng does not consider an easing of several percentage points to be a hard landing.
... Deng brings more than 12 years of investment experience to the fund. She holds a bachelor of arts in English literature from Xiang Tan University (Hunan) in China, and an MBA from McGill University in Montreal. She is also a CFA charterholder.
Read full article: Toronto Star, April 20, 2012