Don’t miss out on the Chinese bull market

Chief Investment Officer and founder of Aitken Investment Management
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Key points

  • The financial reform process is aimed at a development of the IPO and corporate bond markets, given both are critically important to improving capital allocation and reducing the corporate sectors addiction to government bank loans.
  • Even a partial inclusion in the $US1.5 trillion MSCI EM would generate huge global inflows in anticipation that a full inclusion could happen within 12 months.
  • For Australian SMSFs, arguably the easiest way to gain broad Chinese equity exposure is via the ASX-listed, $580m market cap, AMP Capital China Growth Fund (AGF).

 

Recently, I have received a lot of replies from SMSF trustees and investors following my notes on asset allocation and global diversification. It appears that readers acknowledge the need for a more diversified approach to SMSF portfolio construction by embracing all the major asset classes.

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