Number of managers with global emerging markets ex-China strategies rises fifteenfold in six years

With China facing "fundamental challenges", including difficulties in the property sector, high local government debt, a growing unemployment rate, a shrinking labour force and state interventions, bfinance explained GEM strategies can "complement a standalone China equity allocation", reduce or completely remove exposure to the country. Opportunity abounds as India gains entry to JP Morgan's bond index In its report, bfinance said there are three themes investors should consider when it comes to GEM ex-China and China itself: taking into consideration headwinds/tailwinds to adjust al...