The cheap route to China

Batterymarch's Claudio Brocado says investors can participate in the booming Chinese economy by investing in other developing markets

The eyes of the world are on China, whose powerful growth is a major force in the global economy. But China’s huge demand for energy, metals and other commodities to support manufacturing and infrastructure development has benefitted companies in other emerging markets – and created attractive equity opportunities for knowledgeable investors. For these investors, participating in Chinese growth does not have to mean overweighting Chinese stocks, whose valuations, while not historically high, are relatively expensive. Instead, they are seeking companies that benefit from Chinese growth, i...