“[A] word of caution is warranted following the stellar performance of Chinese equities over the past year or so. “Today A-shares trade at or above a 20x multiple and look simply expensive. A correction would offer a welcome breathing pause,” the fund house said in its asset allocation strategy note. In the medium-term, the investment […]
Tag: Asset Allocation
Is it time to revisit EM allocations
Despite a poor September, emerging markets seem to once more be back on investors’ radar.