2011 All China Research Team

China’s relative stability is drawing institutional investors from around the world at a time when many markets are wildly erratic. The firm whose analysts do the best job of covering Chinese equities is BofA Merrill Lynch Global Research, according to Institutional Investor’s second annual survey.
As China’s surplus of cheap labor disappears, it may start to focus more on the less labor intensive IT and service businesses, competing more directly with counterparts in the U.S.
What some analysts are seeing is not a Chinese economy in trouble, but a reallocation of resources.