Shelter-In-Place: What Are People Doing At Home?
Watching Netflix, riding Peloton, eating Beyond Meat burgers and... trading stocks!
Bloomberg TV: Nipun Capital's Pooja Malik Sees Entry Points
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Watch Nipun Capital's Pooja Malik on Bloomberg TV
Current Opportunities in EM:
Value or Momentum?
Global equity markets experienced a dramatic and sharp sell-off in March, followed by a sharp rebound in April.
Will the Size Premium Persist in China?
Equity markets are always evolving. A change in the mix of market participants, a change in the behavior of market participants or regulatory changes resetting ‘rational calculus’ can all result in market evolution.
Accessing China: QFII vs. Connect
Over the last few years, the Stock Connect program replaced QFII as the main access route for onshore Chinese equities.
China A: Right Here, Right Now
MSCI is in the process of adding Chinese A shares to the MSCI Emerging Markets Index (EM) at 5% inclusion factor in 2018. MSCI projects that at full 100% inclusion, Chinese A shares would represent 17% of the Index.
China A: Bigger Than Expected
The Chinese A share market is the second largest in the world. It is also the most under-owned equity market.