Tapping China's Emerging Potential
China is home to some of the fastest-growing and best-in-class businesses in the world and will be the beneficiary of increased institutional investor positioning in the market as capital market integration continues down its present path.
Most market participants are likely familiar with the growth of tech and consumer discretionary names in weight and importance in U.S. equities, but some may be overlooking a similarly dramatic change that has materialized in emerging markets. Over the past 10 years, due in large part to the slow and steady liberalizing of capital markets coupled with the exceptional growth of some of the country's biggest companies, China's star has risen not only as an economic power, but as an investing destination as well.
Authors: Jeremy Schwartz, CFA, Director of Research, WisdomTree; Bradley Krom, Associate Director of Research, WisdomTree; Matt Wagner, Research Analyst, WisdomTree; Alejandro Saltiel, CFA, Quantitative Research Analyst, WisdomTree