Investors at CNBC's Delivering Alpha conference discussed the importance of China for investors even after Russia's war in Ukraine.
Long-term investors can't afford to miss out China's growth, even as geopolitical risks have become a bigger concern for markets in 2022, two top pension fund managers said at CNBC's Delivering Alpha conference Wednesday. Russia's invasion of Ukraine rocked markets, especially for those investors who had exposure to Russian debt or equities.
I think you cannot ignore China." "Corporations cannot ignore China, investors cannot ignore China, because if you want to ignore China, you also are going to ignore all the partners that China has." Titarchuk said her portfolio does have exposure to China, albeit underweight relative to global indexes. The New York State fund reported a value of $246.3 billion at the end of June.
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