A new approach to investing in emerging markets
04/08/2019
In recent times, China has been front and center of investors’ minds. In 2018 MSCI added China’s onshore stock market to its suite of global equity benchmark indices. Although the initial weight of A-shares is small, the decision is an important milestone. Investors will now have to decide how to access this part of China’s equity universe and how much to allocate to onshore equities. In this paper we present an alternative approach to investing in emerging markets which addresses this issue. We believe that a separate China A-share exposure in addition to an emerging markets allocation is better equipped to capture the potential of China than a purely global emerging markets strategy.
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