Asset allocations · Market outlooks

EM investing: no confidence in China

Raj Shant, Jennison

Investors in emerging markets should completely ignore the 60 per cent worst performing companies when defining their investment universe. These companies bring extra risk, without rewarding you for it. In addition, investing in China is very different at the moment: great opportunities are better left aside in some cases. 

Register or log in to continue reading. Investment Officer is an independent journalism platform for professionals working in the Luxembourg investment industry.

A subscription is free for professionals working at banks and independent asset managers.