Mr. lou : right now , we 're underweighting on developed countries , and overweighting on emerging markets .

楼继伟：我们目前是低配发达国家，高配发展中国家。

But just as index fund managers often go astray when they try to improve on the index 's performance by overweighting the stocks they favor , the government can go wrong when it tries to pick winners .

但是，正如指数基金经理通过增持他们青睐的股票来尝试改善该指数的表现时常常误入歧途，政府尝试挑选优胜者时也可能出问题。