One of the issues about investing in Asia Pacific is the dominance of China in the index, writes Andrew Herberts, head of private investment management at Thomas Miller Investment.
This can influence overall valuations and underlying sector exposure and is something one needs to be aware of when looking to invest. Equally, there is a large sector tilt with more than half the index in two sectors: financials and information technology. Healthcare is a mere 2% of the MSCI Asia Pacific index. However, as a result of the heterogeneity of the region, underlying drivers apply to both emerging market type themes and more developed plays. One of the more interesting countries in the region is India. This is not a new story, but it continues to have legs. For exa...
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