By my count we get quite a few 'trade of the decade' ideas. Far more than one a decade. But, hey ...
Here's the latest I've seen, from Louis-Vincent Gave of China research/money management firm in GaveKal Dragonomics:
- Gave describes himself enthusiastically as a "massive China bull"
- His argument is the global investment community is under-exposed to Chinese stocks and bonds
- And will be compelled to increase their exposure over the coming two or three years as Chinese financial assets begin to be included more fully in the global benchmarks that passive - and many active - institutional investors track
- "Foreigners have completely missed this bull market"
More at the Australian Financial Review (gated): China's bull sharemarket just the start
What say the traders of ForexLive to this trade of the decade?
