Why China:

China is the world’s once, and future, largest economy

Percentage of World GDP (last 500 years)

• 2008: China surpassed Germany
• 2010: China surpassed Japan
• ~2035: China will surpass the US

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Post-Crisis Investing

The world’s largest economies are, on average, still depressed. In contrast, China’s swift recovery sets it apart from the uneven recovery its peers.

Source:Bloomberg