The Interview – Ezra Sun, Veritas Asset Management: “The Year of the Rabbit is likely to be dominated by a tussle between a deflationary environment in the West and inflationary pressure in the East”
Ezra Sun, manager of the Veritas China Fund and head of Far East at Veritas Asset Management, believes that consumption is a strong structural theme that over time will yield great returns, while capital investment also offers opportunities as infrastructure