Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income.
In this respect, China’s assets could prove to be a useful diversifier for global portfolios, as they are likely to become increasingly independent from US ones. This holds true at a broader economic level too. We believe that the time has arrived for China to finally emerge from the United States’ shadow, in the US-China fight for global economic and financial supremacy.
You can now read the full whitepaper at the link below