According to the Financial Times, BlackrockThe research department recommends that investors increase their exposure to Chinese investment by up to three times.
Wei Li, chief investment strategist at Blackrock Investment Research Institute, said in an interview: "China accounts for an insufficient proportion of global investors' portfolios, but in our view, it also accounts for an insufficient proportion of global benchmarks." "China has the second largest stock market and the second largest bond market in the world," it said. It should be more reflected in the portfolio. "
At present, Blackrock Investment Research Institute's recommended allocation of Chinese assets is "two to three times" of diversified global portfolios such as the MSCI global index. China is currently the third largest component of the MSCI global index. Although China's weight in the MSCI global index is 4.2%, Blackrock believes that China's weight should be close to 10%; this is ahead of Japan, but still far lower than the US.