The global integration of Chinese equity markets portend a significant structural transformation in the way allocators and managers approach global emerging markets investing over the next five years. In this next Market Insight Alert, we look at:
- The future composition of global emerging markets;
- Tips for allocators and investors on how to evaluate China specialist managers in light of the historical development of these markets; and
- Ideas for how global emerging markets managers can survive in the new China-dominant GEM asset class.