In the past 20 years, China’s economy has grown fivefold and its equity market capitalisation has increased by 25 times. Despite this, many global investors are significantly underallocated in China relative to its weight in global benchmarks, whether due to insufficient understanding of the opportunity and market complexity, or other factors. Two of the authors of a new UBS report join the programme to help us better understand the landscape and to explain how global investors can position themselves to take advantage.
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