Investors need to own U.S. and Chinese equities: Analyst

BlackRock's Thomas Taw explains why foreign investors should "close the gap" in their underweight positions in China, as it continues to diverge from the U.S.

[TheMjoDoj]

BABA and Tencent is a must have for US investors. The US market is extremely frothy but anyone who shorted the market in the last year has been burned hard. BABA and Tencent are half bull positions bc they are tech stocks, and half bear positions bc they are China stocks who do most of their business outside the US. So they will side step a US correction. Esp BABA since it has a HK dual listing.