Morningstar - In general, [Prominent emerging market fund managers] managers say that concerns about a "hard landing"--meaning that the Chinese economy will head south quickly and suffer a serious slowdown or even a recession--are overblown. Many, though, do expect China's economy to continue slowing, partly due to government actions, and they do worry about the country's financials sector in particular.
"In China, we expect growth will slow, but by how much remains the question," Artio International Equity (BJBIX) managers Rudolph-Riad Younes and Richard Pell wrote to shareholders recently. "We do not see the hard landing expected by the markets ... in our view, China has ample latitude from both a monetary and fiscal perspective to deal with a slowing global economy."
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