Ex-China: Smart Investors Are Fleeing China for the Rest

Ex-China: Smart Investors Are Fleeing China for the Rest
A statue of George Washington stands as Federal Hall across Wall Street from the New York Stock Exchange in New York on Oct. 26, 2020. Mike Segar/Reuters
Anders Corr
Updated:
Commentary

The investing term “ex-China” has a lovely ring to it. It means everything but China. So for emerging market (EM) investors, many of whom have traditionally invested in China, an EM ex-China fund provides the opportunity to invest in emerging markets, except for China. The largest emerging market economies are Brazil, India, and Mexico, in that order.

Anders Corr
Anders Corr
Author
Anders Corr has a bachelor's/master's in political science from Yale University (2001) and a doctorate in government from Harvard University (2008). He is a principal at Corr Analytics Inc. and publisher of the Journal of Political Risk, and has conducted extensive research in North America, Europe, and Asia. His latest books are “The Concentration of Power: Institutionalization, Hierarchy, and Hegemony” (2021) and “Great Powers, Grand Strategies: the New Game in the South China Sea" (2018).
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