(Harvest) Investors absorbed by the latest Chinese currency move may be losing sight of the big picture: China and the entire emerging Asian region are gradually being integrated into global capital markets. Over the next 12 to 24 months, we expect that Asia, led by China, will become a far more significant part of the global capital markets – and global investment portfolios.
As investors today search for income in the low-return environment, Asian markets are entering the global sphere at an opportune time. As the force driving the region, China is opening its huge markets to global investors, presenting attractive long-term opportunities for both above-market return (alpha) and market gains (beta).
