“It doesn't make sense to go abroad for the sake of doing so,†said SMU professor Ang Ser-Keng, senior lecturer of finance, “it is important to first understand the macro-economic environment and the nuances of the Chinese market.' In addition, the yuan is likely to appreciate, making Chinese exports more expensive, hence affecting the competitiveness of Chinese products, he says. Prof Ang is of the view that the safer way to gain exposure would be via funds.
The Business Times