23 February 2021
by Cameron McCormack, Manager - Investments
Many investors gain exposure to China via emerging markets portfolios. Is this the best way?China
15 February 2021
by Arian Neiron, Managing Director
Earlier this month we held our first China Investor Symposium. Gerard Minack’s views on China stood out and his slides on China’s historical earnings and earnings per share (EPS) were thought provoking. As presented, the data may make investors consider their allocation to China equities.
However, the data was for the MSCI China Index. It’s important to consider beyond this.