To what degree do you include (or exclude) China from your investments?
I have some cash that I want to put into a mutual fund fairly soon. Some of the best returns come from the broker’s Asia Value Fund and the China Area Fund. The returns for the last 1, 3, and 5 years are significantly higher than for other mutual funds.
But – both of these mutual funds have large holdings in Chinese companies like Tencent, Alibaba, Huawei, and so on. These appear to be influenced by, if not owned by, pieces of the Chinese government, and that government is not one known for fair play – to say nothing of its stances towards Hong Kong and the US.
To what degree do you let geopolitical factors affect your investments?
yes, there are ‘green funds’ and ‘socially responsible’ funds, but their returns generally suck
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