October 2011. This summer, Greg Mattiko and Philip Fan, the portfolio manager and analyst of the JPM Emerging Markets Small Cap Fund, spent two weeks on an investment tour of China. Leaving behind the well-trodden streets of Shanghai and Beijing, they visited the second- and third-tier cities that are quietly powering Chinese growth. In this diary, they discuss the places they visited and the people they met, and provide their views on some of the key investment themes for China.
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