The eurozone’s political tarantella may still be roiling global markets but some of the world’s savviest investors are already turning their attention elsewhere.
It is not trips to Brussels or Frankfurt that analysts at large and secretive hedge funds are planning in the first few months of 2012, but data-gathering exercises in Shenzen and Guangzhou.
The past few weeks have seen China loom large in the nightmares of many hedge fund managers still smarting from a less-than glory-filled 2011. Concerns are rising for the global outlook over the increasingly negative economic signals emanating from the country.
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