The proliferation of MSCI-weighted portfolios makes market commentary lazy, writes Chris Justham
With a 62% weighting towards the United States, musings on the world of investment tend to gravitate towards this economy, its companies and its politics. Leave off, Chris. It's the biggest kid in the playground, with a 25% share of global gross domestic product (GDP)! Granted. But the second biggest economy in the world doesn't get a look in. China has an 18% share of global GDP and only a 3% MSCI ACWI weighting! Is it any wonder that it doesn't really come onto the radar for most? But there is absolutely discussion-worthy stuff going on at the moment. The China's National Peoples...
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