The FSA Spy market buzz – 13 September 2024
One small step for funds, working hours in the real world, DBS vs Stan Chart, terrifying Chinese charts, worst stock performer ever?abrdn follows Schroders, Electoral musing 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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