Allocating to China Today
Portfolio Strategist Jeremy Murden discusses different approaches to investing in China and Chinese equity valuations following last month’s market correction.
- Why investors are perpetually under-allocated to China (1:45m)
- Different ways to add dedicated China exposure to portfolios and their benefits and drawbacks (4:25m)
- What has driven last month’s market correction (9:23m)
- Views on current valuations and corporate earnings (11:23m)