Forecasting China leads to better returns: Joske

Beijing-based Stephen Joske points to long-term correlation between China GDP growth and emerging market equity performance as he outlines AusSuper’s expansion plans.


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How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  14%
TOTAL VOTES: 146
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