Investing in China: Year of the Bear?
Many Happy Returns
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I Don't Want U K X London, I Want London X U K
A lot of people say that china is actually kind of under waighted in the global industies. It's around five % of m s c i aque the all country world index. I think when you're creating these indusces, you have to think about things like liquidity. If there was a potential problem with liquidity, then index maintainers wouldn't be able to sell their china holdings. Though for them, it's a bit of a headache if you've got this liquid tail in the index. They have to be sensible, but we don't.
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