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Structural and policy reforms have widened the opportunity set in China. Combine this with the inclusion of A-share in the MSCI Index and we believe China should not be overlooked by Australian investors.
The macro environment and the inclusion of A-shares in the MSCI Emerging Markets Index is set to boost optimistic investor sentiment towards China.
Catherine Yeung, Investment Director - Asian Equities talks through what investors need to know about what's happening in Asia.