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WCHN - 2020 Investment Outlook: The World's Next Big Digital Platform
WisdomTree ICBCCS S&P China 500 Fund
CEO Jan van Eck shares his 2020 investment outlook, with a focus on navigating central bank policy and what he views as the most interesting investable trend for 2020: the digitization of India.
Before we review financial market conditions, let's focus on what we view as a big, investable trend.
The supernovas of the last decade are the digital platforms and one more opportunity is quietly being seized. Amazon (AMZN) has approximately 40% of the ecommerce market in the U.S.1 Alibaba (BABA) has approximately 60% of the market in China.2 We think the