The fund investing in China for two decades - 'growth stocks are too frothy'

With growing interest in investing in China in recent years - what has it been like to invest in Chinese equities for two decades? In this episode I spoke with Baijing Yu, manager of the Comgest Growth China fund, which is celebrating its 20 year anniversary. Since inception in 2001 the fund has returned 69.4% compared with the MSCI China’s return of 66.5%.