China's new infrastructure program is - and will - have significant effects.
But it's little understood by investors...
Kevin Bertoli, Portfolio Manager, Asian Equities strategies, reports on the geopolitical, economic and market effects of One Belt, One Road.
- One Belt, One Road will affect the entire region, not just China
- A number of countries, market sectors and individual stocks are likely to benefit
This article reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.