Over 3/4 of Global equity managers are underweight China.
Average weights sit at the bottom of the 10 year range, with 18% of funds holding no exposure at all.
Source: Smartkarma
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China - Market Strategy 04 (Aug 18 - Jan 23)
Re: China - Market Strategy 04 (Aug 18 - Dec 22)
by winston » Sun Jan 01, 2023 2:05 pm
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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