The Reopening of China's Equity Market

China has the second largest, just economy, but second largest equity and bond markets in the world. We're big believers in adding exposure to the areas that we see as opportunities within these local Chinese markets. It's very underrepresented in actual indices, but it's very relevant and not just its economic impact, but as an opportunity set going forward. But China is a market we would be overweight in a place we do see as able to generate alpha and generate superior returns in the second half.

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