To find Chinese gems, investors need to “think outside of the box” and look beyond the companies everyone else is pouring their money into, says Gigi Chan, manager of the ￡84.2m ($134.8m) Threadneedle China Opportunities fund.
Ms Chan is playing into the growing Chinese consumption theme, but instead of investing in a consumer company, she has a holding in Focus Media, an advertising company.
“Advertising is a beneficiary of increasing competition,” says Ms Chan. “Because there are so many brands trying to capture this market, they are spending more advertising dollars to be able to.”
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