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Lewis Braham: Investing Outside The China Box

FYI: (Click On Article At Top Of Google Search)
When most investors think of Asia, they consider China first; everything else is an afterthought. They go straight for the $3.7 billion iShares China Large-Cap exchange-traded fund (ticker: FXI), or opt for a big diversified fund like the $2.4 billion iShares MSCI All Country Asia ex Japan (AAXJ), which has 35% of its assets invested in China.

Given that China is in the midst of a slowdown, that strategy hasn’t worked well recently. iShares China is down 9.5% in the past year, while All Country Asia ex Japan is down 0.7%.
Regards,
Ted
https://www.google.com/#q=Investing+Outside+the+China+Box+WSJ
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