Investors Need to Reconsider Allocation to China: Nomura

The video discusses global asset allocation strategies, highlighting the low exposure of major funds to China despite its growing economic significance. It explores investment opportunities in China, particularly in tech stocks, and the potential for growth-adjusted value. The video also examines the limited exposure of global investors to the Chinese market and suggests the need for a dedicated China index. Finally, it reviews Japan's economic outlook, noting strong earnings momentum and increased openness to foreign investment.

How does the PEG ratio help in evaluating the investment potential of companies like Alibaba?

What role do index providers play in the asset allocation decisions of global investors regarding China?