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• FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE
  FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE
  CHINA INVESTMENT CHOICES:
  • INVEST INDIRECTLY THROUGH COMPANIES DOING BUSINESS THERE
  • INVEST IN GLOBAL INDEX FUND (MUTUAL FUND OR ETF) BASED ON AN INDEX THAT INCLUDES CHINA

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  EXAMPLES OF MAJOR INDICES THAT INCLUDE CHINA:

  • MSCI ALL COUNTRY WORLD INDEX = 3.6% CHINA
  • MSCI ALL COUNTRY WORLD INDEX EX U.S.= 8.3% CHINA
    (Chinese tech companies like Tencent & Alibaba among top 5 holdings)
  • MSCI EMERGING MARKETS INDEX = 33% CHINA

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  INVEST IN CHINA SPECIFIC INDEX OR ACTIVELY MANAGED CHINA FUND

  MORNINGSTAR TOP RATED ANALYST MEDALISTS:
  • * MATTHEWS CHINA FUNDS
  • * COLUMBIA GREATER CHINA FUND
  • * INVESCO GREATER CHINA FUND

  Watch the related WEALTHTRACK episode.

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• Is China Worth the Investment Risk? Pros & Cons With a Sovereign Risk Expert and China Fund Manager

  This page is here for technical reasons. Please click here for the episode page.

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• IS CHINA WORTH THE INVESTMENT RISK? PROS & CONS WITH A SOVEREIGN RISK EXPERT AND CHINA FUND MANAGER

  China’s middle class is growing and thriving with an estimated 400 million millennials alone, shopping and traveling. The Communist Party remains in control of the government and the legal system. The widespread western belief that democracy would develop as China’s economy and citizens flourished has not panned out.

  Is China an unstoppable economic juggernaut with tremendous investment potential or a developing and thus risky economy?

  With us this week to discuss the risks and opportunities are Idanna Appio, Senior Sovereign Analyst on the Global Value Team of First Eagle Investment Management.
  Tiffany Hsiao is a Portfolio Manager at Matthews Asia, one of the first fund families to specialize in the region.

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