Two SA managers with opposite views on China. Who is right? – Citywire

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Two SA managers with opposite views on China. Who is right? – Citywire

Camissa Asset Management and PSG Asset Management have starkly opposed views on investing in China. Camissa is bullish about the country’s prospects while PSG is avoiding it. Article by Justin Brown with comment from Gavin Wood – CIO at Camissa Asset Management.
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