Various index providers are increasing the weight of China in their indices. For institutional investors, this poses a dilemma. Should they blindly follow this move, thereby taking on increased portfolio risk? Strategist Jaap Hoek discusses this topic in our latest podcast episode. Inclusion of a stock or country in an index usually leads to higher prices. If you enter the Chinese stock market now, you might be a bit late – but not too late, Hoek argues.
This podcast episode is based on a special topic from our recent 5-year Expected Returns 2020-2024 publication.
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