Investors looking for ways to play China’s new 2011-15 Five-Year Plan (FYP) should consider foreign exporters in sectors singled out for support under an ambitious framework aiming to achieve a structural shift towards developing higher-value-added industries. Those sectors were identified in our report last year ahead of the formal approval of the 12th Five-Year Plan by the Communist Party Plenum in October 2010 and the National People’s Congress in March 2011. Two months after...
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