Global investors are reassessing their US-heavy portfolios and looking at undervalued equities in Hong Kong and mainland China to “provide defence” amid geopolitical tensions, according to global investment advisory Cambridge Associates.
“One of the surprising things this year is that despite the Trump tariffs being very aggressive towards Asia, particularly China, actually equities [in the region] have outperformed,” Aaron Costello, the firm’s head of Asia, said in an interview this week.
“Even…
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