Fundamental Equities: Investment update as the COVID-19 crisis intensifies
After a very volatile week, due to rising concerns about the consequences of the COVID-19 pandemic, global equity markets appeared to pull themselves back together over the past few days, as they welcomed massive global monetary and fiscal stimulus announcements.
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
China's new economy takes root
The Chinese economy is currently experiencing a downturn and we believe it will hit rock bottom in the second quarter.
Overcoming the challenges of ESG integration in Chinese A-shares
Growing interest in sustainability investing is driving changes in markets.