As trade tensions between the US and China remain elevated, Scottish Mortgage’s (SMT) lead manager Tom Slater said China remains an important player on global markets, with many Chinese companies having now emerged from the domestic landscape to become international players.
Speaking at Baillie Gifford's roundtable in Edinburgh on Wednesday (30 April), Slater highlighted the "disconnect" between China's 18% share of the world economy and its small share in the FTSE All World index, SMT's benchmark, adding: "That is why we think you ignore China at your peril." Capital markets roundup: April 2025 In the FTSE All World index, which covers developed and emerging markets globally, Chinese stocks accounted for only 3.5% of its total net market capitalisation as of 31 March 2025. Slater said investors can find some fantastic entrepreneurs in China that can o...
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