Why Chinese shares belong in a portfolio
Find out why the risk for international companies to lose lucrative market shares is increasing and how the flexibility to exclude individual companies or even entire sectors can reduce risks, especially in a rapidly changing environment. In cooperation with Christa Janjic-Marti, Partner WPuls AG, the publication «Why Chinese stocks belong in a portfolio» was created for the launch of our China equities fund.
Christa Janjic-Marti has been advising banks, pension funds and foundations on investment issues for Wellershoff & Partners / WPuls since 2013. She has headed the Investment Services division since 2018. Previously, she worked as an economist for UBS Investment Bank in Zurich, Singapore and London for 12 years. She studied economics at the Universities of Lausanne and Cambridge (UK) and graduated with a Master's degree in economics. More about WPuls AG.
Chinese Shares - A Must in the Portfolio?
Western companies have made a lot of money in China in recent years. However, it is already mainly Chinese companies that are dividing up the world's largest domestic market among themselves. This trend is likely to intensify in the coming years. Investors who want to profit from the investment opportunities and diversification possibilities of Chinese equities will increasingly have to invest directly in Chinese equities.