Rethinking China » jake

Recent Videos

jake — Fri, 26 Aug 2011 16:56:43 +0000

Uwe Parpart, managing director & head of research at Reorient Financial Markets, thinks lower industrial earnings are a positive sign of increasing wages in China, which will crucially help fuel domestic demand.

Legendary economist and investor Burton Malkiel talks about the importance of emerging markets now and in the future; whether China’s economic weight is sufficiently represented in the financial markets; and how soon it will overtake the US as the world’s leading financial economy.

Bob Froehlich, senior managing director at The Hartford Mutual Funds, gives tips on the best way to invest in China.

AlphaShares Chief Investment Officer Burton Malkiel offers strategies for investing in China.

Burton Malkiel, Princeton University economics professor, and Christian Magoon, president of Claymore Securities, discuss the launch of a new ETF that tracks a basket of Chinese companies.

Sample Media: The Best Way to Invest in China Now

jake — Fri, 26 Aug 2011 16:02:53 +0000

Robert Powell / SmartMoney / November 2, 2011

The world is all in a dither about there being 7-plus billion people now living on this Earth. But the only people who seem to matter at the moment, really, are the 1.3 billion living, working and consuming in China right now.

That leaves us asking: What sort of investment opportunities are emerging here in the U.S. and in China given current conditions?

Read the full article

Portfolio Pulse

jake — Fri, 26 Aug 2011 15:54:21 +0000

This section will highlight the results of our Portfolio Pulse surveys, which are designed to gauge trends and take a snapshot of China exposure in industry and individual portfolios. In addition to allocation we will also track expectations and sentiment. Best practices advice will be paired with this data.

Case Studies: Expert Advice

jake — Fri, 26 Aug 2011 15:49:51 +0000

This section will feature case studies of how expert asset/wealth managers are gaining exposure to China.

China Converts: Personal Stories

jake — Fri, 26 Aug 2011 15:48:38 +0000

This section will highlight the stories of “China Converts” and how they have rethought their exposure to China in their portfolios.

The Allocation Gap

jake — Fri, 26 Aug 2011 15:37:26 +0000

This article will make the case that most investors are under allocated to China for a variety of reasons including our natural home-country bias and the lack of readily available information about viable China-focused portfolio strategies.

Your Portfolio: Getting it Right

jake — Fri, 26 Aug 2011 15:34:37 +0000

This article will guide investors through the process of determining an appropriate level of exposure to China, including the type of investment vehicles that should compose that allocation.

Mix & Match: Diversification Options

jake — Fri, 26 Aug 2011 15:32:12 +0000

This article will outline various guide portfolios to gain exposure to China. The article may be connected to the “Your Portfolio” article.

Risks and Expectations

jake — Fri, 26 Aug 2011 15:30:19 +0000

This article with clarify what investors should expect from their China-focused strategy and how to adjust their strategy on a going forward basis in the face of various potential risks. This will include a “Risk List” to watch for when managing a portfolio with a material allocation to China (macro risks, rising correlations, etc).

Communicating Your Strategy

jake — Fri, 26 Aug 2011 15:27:28 +0000

For professional financial advisors and individual investors alike, being “ahead of the curve” is challenging from more than just an investment perspective. Clearly explaining your strategy to skeptical clients, colleagues and friends is a task in and of itself. This article will give investors tools and talking points to succinctly convey the value of their China-focused strategy and why it makes sense in their overall portfolio.