China

Strong growth in recent quarters

Strong investment case

Shopping after growth derating

2021 was a record year for dividends around the globe Our EMEA ETF Investment Strategy team believes that while Chinese equities may need to consolidate in the short-term, the recovery since the March 2022 low remains on track.

Growing concerns around stagflation

213 funds gained 5-Crowns

Separate allocation

EM countries dealing with inflation

30-60 stock portfolio

5-7%