In-depth market analysis gives MC China the drivers of growth

Thu May 21, 2009




MC China, a joint venture between Martin Currie and Heartland Capital, uses its experience of company visits, both bad and good, to help to determine the shorts as well as the longs

Most hedge fund managers pride themselves on being road warriors, and have a rich collection of anecdotes from their days on the road. Few, though, could have stranger anecdotes than the managers who spend their trips kicking the tyres of listed companies in mainland China. With the best part of 30 years' experience working in greater China, Chris Ruffle has more than his fair share of weird and wonderful experiences gleaned from investing in Chinese companies.


The MC China team


There was, for example, the time when he visited Inner Mongolia Mengdian Huaneng Thermal Power Corp, and found his host having a post-lunch nap stretched out on his desk. Ruffle woke him up with a polite cough....

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