We all know that Asia is a dynamic region. Economic liberalisation continues to drive growth in Chin...
We all know that Asia is a dynamic region. Economic liberalisation continues to drive growth in China, and clear winners and losers are emerging in corporate Japan. Yet, the traditional benchmark-relative approach to investing in the region minimises the importance of these factors. Allocating according to the MSCI World index, Switzerland and Asia ex Japan have comparable weightings but have widely differing population sizes, sizes of economy, and investment opportunities. As China integrates with the global system of capitalism, investors will realise it is an investment opportunity,...
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