Rebalancing 2.0: The coming shift in global asset allocation
- Reforms have opened up China’s equity and fixed income markets;
- These reforms are sparking a rebalancing of global asset portfolios to reflect China’s place in the world economy and its strong growth prospects;
- Investors will find attractive prospects on onshore equity and fixed income markets that offer excellent returns and low correlation with global markets;
- Inherent volatility in onshore markets makes an active investment approach vital to uncover value.
