Matthews Asia’s Peeyush Mittal notes that the biggest downside risk to India at the moment would be a surprise Modi defeat next month.
Tag: MSCI China
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.
EIP: China IT sector to benefit from MSCI inflows
The second phase of ADR inclusion on the MSCI China index should bring $50bn in capital inflows, said Tobias Bland, CEO of Enhanced Investment Products.
Global indices still warm on China
Some see the economic outlook for China as grim, supported by manufacturing data, but global index providers hold a more positive view, said according to Jackie Choy, ETF strategist at Morningstar.
GF launches A-share ETF
China-based GF International Investment Management said it will launch Asia’s first ETF that tracks the MSCI China A International Index.
H-shares to benefit from mutual recognition of funds
The mutual recognition of funds initiative will act as a catalyst in re-rating offshore China equities and Hong Kong’s undervalued H-share market will be the first to benefit from inflows, according to Mansfield Mok, fund manager at EFG Asset Management.