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.
What next after MSCI inclusion?
Wealth and asset managers give their views on the implications of the MSCI inclusion of A-shares and where they find investment opportunities onshore.
Robert Schuckink Kool, CIO of Wijs & Van Oostveen, a Dutch private bank, said the actual inclusion does not impact the portfolio at the moment.
“But the prospect of index inclusion played a role for us when we decided to take a position in the db x-trackers Harvest CSI300 Ucits ETF at the start of the year.
“The decision has reinforced our conviction that Chinese equities have become more attractive as a satellite holding over the past few years,” he said.
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