Avoiding China Has Been a Winning Investment Strategy. But It Isn’t Easy. newsbhunt

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Nov. 16, 2023 11:00 pm ET

Investors in emerging-market stocks have profited this year by staying away from China. 

The MSCI China Index is down 8% this year through Nov. 15, while a broader emerging-markets benchmark that excludes China has risen 8% over the same period. Chinese stocks have been weighed down by the country’s shaky economic reopening, a pullback by foreign portfolio managers and an increasing reluctance among the country’s small investors to buy stocks.

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