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<p style="text-align: left;">James Moffett of Scout
International <Security>UMBWX</Security> shares Jain's reluctance to invest
directly in China, but because of doubts over corporate governance and legal
protection, not out of concern over economic growth. Therefore, while
Moffett has avoided Chinese stocks entirely, unlike Jain he has specifically
sought exposure to China's rapid growth through overseas stocks such as BHP
Billiton and Komatsu.</p>

<p style="text-align: left;">Daniel Rea of Driehaus International
Discovery <Security>DRIDX</Security> is more enthusiastic. He recently
increased his fund's overweight in China. He thinks that the government's
efforts to rein in growth will soon start to abate and the market will be
strong, particularly in the second half of 2011.</p>

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