Aubrey Byte: China – seeing past the negative sentiment

The most important decision investors make this year on their EM allocations will be to get China right.  At present sentiment is poisonous. But have you seen what all this negativity has done to valuations? Rob Brewis, Manager of the Aubrey Global Emerging Markets Strategy, and John Muir, Sales Director, discuss Chinese valuations, business regulation, the property sector and the economy.