Taiwan: what should we do with Chinese equities?

English -

5 Aug 2022

In our six-month strategic allocation, we played the Chinese equity market at the beginning of May. This allocation worked out well until early July. But more recently (mid-June), we cautiously played a long MSCI China/ MSCI EM . This was not positive (-3% for the MSCI EM vs -7% for the MSCI China)...

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