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State Street Global Advisors

A China equities allocation makes sense when considering global growth, consumerism, foreign investment and the potential for higher returns. As an institutional investor or investment professional, being exposed to China has traditionally been an ancillary outcome of a decision to own emerging market (EM) equities. However, we believe there are potential return and risk benefits from considering China as an independent allocation.
The Case for a Dedicated China Equities Allocation
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