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Forecasting China leads to better returns: Joske

Beijing-based Stephen Joske points to long-term correlation between China GDP growth and emerging market equity performance as he outlines AusSuper’s expansion plans.
Forecasting China leads to better returns: Joske
Forecasting China’s economy better than others translates directly into returns, Stephen Joske of AustralianSuper told a forum yesterday as he outlined the fund’s expansion plans. The A$50 billion entity, which has been growing via mergers with other super funds including Western Australia’s Westscheme, is expecting to double in size in four years. At present it has just 8% of assets in emerging markets (including China), but will look to increase this. Speaking at the second As…
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