The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
Will MSCI include China’s A-shares? Five views
FSA asked several professionals from asset management firms for their view on the MSCI's upcoming decision to include China's A-shares in its emerging market indices.
Qianhai-based First Seafront Fund Management managing director and chief economist Yang Delong believes A-shares are likely to be included this year.
“We expect the [resulting] capital inflows will not be that much. It’s more like a symbolic move for the internationalisation of A-shares.”
Smaller-than-expected inflows may result because the proposal only aims to add 169 mainland stocks in the indices, he noted.
“[An inclusion] would likely benefit large-cap blue-chips. For our funds, we also tend to allocate more toward these stocks,” he continued.
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