The number of asset managers offering global emerging markets strategies excluding China has swelled from three in 2017 to 45 today, according to data from bfinance.
With China facing "fundamental challenges", including difficulties in the property sector, high local government debt, a growing unemployment rate, a shrinking labour force and state interventions, bfinance explained GEM strategies can "complement a standalone China equity allocation", reduce or completely remove exposure to the country. Opportunity abounds as India gains entry to JP Morgan's bond index In its report, bfinance said there are three themes investors should consider when it comes to GEM ex-China and China itself: taking into consideration headwinds/tailwinds to adjust al...
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