There's a growing investor interest for EMs excluding China: Chris Wood https://ift.tt/gC50Owu said there is also growing interest in offering China as a special asset class of its own with the rest of the emerging markets managed separately. Creating an emerging markets (EM) basket excluding China would benefit markets like India and Taiwan as China's underperformance would weigh down the EM index returns. China has the highest country weightage on the EM indices.
Friday, September 8, 2023
There's a growing investor interest for EMs excluding China: Chris Wood
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