Aug 28: Stuart Schweitzer looks at how US investors are watching Chinese equities

Stuart Schweitzer, global market strategist for JP Morgan’s Private Bank says: "First of all the turnaround in stocks was led by the Chinese market this time around and that is unique, so it pays to pay attention. Secondly, China is an increasingly important engine, not only for Asian growth but for global growth." He adds that US investors should be looking at emerging markets, but also be aware of pitfalls. "I believe strongly in diversification although too much and I think you end up with deworsification, to borrow a phrase."

Financial Times | August 28, 2009

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