China’s Investment Landscape
The current allocation to China by institutional investors remains low at around 2%, despite its growing global economic presence. As the West shifts towards less stimulative policies, China is adopting a more cautious approach, creating a yield advantage that could attract long-term capital. Meanwhile, potential regulatory changes in the U.S. could reshape the private equity landscape, pushing investors towards smaller firms and alternative strategies.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
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