If you read last week's column about my trip to China, you might think that I'm enormously bearish about Chinese stocks. And, to be fair, I'm not entirely convinced. In my view, a small single-digit allocation to Chinese equities will probably suffice – and you need to be careful how exactly you structure that investment. I suspect you need exposure to large caps through a cheap tracker fund, plus stockpicking funds operating in the consumer, clean tech and services sectors.
如果你读了我上周关于manbetx3.0 之行的专栏文章，你或许会认为我极度看空manbetx3.0 股市。凭心而论，我并不是彻底看空。在我看来，向manbetx3.0 股票少量配置不足10%的资金可能已经足够；而且你还需要注意具体的投资结构。我猜测，你需要通过一只廉价的跟踪型基金来投资于大型股，以及涉足消费、清洁技术和服务板块的选股型基金。
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