Life in the "real" China

ChinaConsumerDawie Krige, CEO of London based Cederberg Capital, recently spent a month living in Guilin, a mid-sized Chinese city. This was a repeat of a similar trip he did two years ago (a longitudinal study of sorts). 'Time spent in the "real" China has had one major effect: it strengthened our conviction in the long-term prospects of our dominant Chinese consumer and internet companies, because of the sustainability of rapid growth combined with their reasonable valuations', he writes. To read more click here.