Low ROE could hurt China's funding of its huge pensions deficit

China''s listed companies suffer from low ROE. Unless it improves, the country''s shift from a pay-as-you-go system to a funded system could be compromised.


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





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Underweight US
  18%
 
Overweight US
  34%
 
Underweight EMs
  10%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 77
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November 2016 Magazine
AsianInvestor Magazine