Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed.
Tag: MSCI China
Emerging market equities: Federated Hermes versus Invesco
As part of FSA’s head-to-head series, we compare the Federated Hermes Global Emerging Markets SMID Equity fund and the Invesco Emerging Markets ex-China fund.
Chinese equities come back from the brink
After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again.
Does India deserve its premium to emerging markets?
There are several reasons why the gap between India and other emerging markets could diminish, according to market observers.
What keeps Matthews Asia’s top performing India fund manager up at night
Matthews Asia’s Peeyush Mittal notes that the biggest downside risk to India at the moment would be a surprise Modi defeat next month.
Capital Group: Investors are asking the ‘wrong question’ about recession
The desynchronisation of the global economy means that different industries are on different economic paths currently.
Fidelity looks past China woes with cautious optimism
Attractive valuations, government commitments and targeted policy support offer hope for a measured recovery.
Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.
MSCI launches China thematic indexes
The new suite of indexes is meant to tap into technology-led trends in China.
One step forward for A-share inclusion
The China Securities Regulatory Commission has cleared doubts about the beneficial ownership of QFII and RQFII schemes, ahead of the June decision to include A-shares in key MSCI indices.
