China Continues to Open up its Markets Read more Over the weekend, China announced a new set of rules simplifying the QFII mechanism and broadening its access, effective November 1, 2020. Shelter-In-Place: What Are People Doing At Home? Read more Watching Netflix, riding Peloton, eating Beyond Meat burgers and... trading stocks! Current Opportunities in EM:
Value or Momentum?
Read more 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? Read more 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 Read more 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 Read more 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 Read more The Chinese A share market is the second largest in the world. It is also the most under-owned equity market.

China Continues to Open up its Markets

October 2020 Over the weekend, China announced a new set of rules simplifying the QFII mechanism and broadening its access, effective November 1, 2020.   We are excited to see continued capital market reform in China. This latest set of changes is likely to increase trading volumes and foreign institutional participation in China.

Shelter-In-Place: What Are People Doing At Home?

Mid-May 2020 Shelter-In-Place: What Are People Doing At Home? Watching Netflix, riding Peloton, eating Beyond Meat burgers and… trading stocks!   In the U.S., retail trading platforms like Robinhood, Schwab and E-Trade have recorded blockbuster volume growth as people staying home now have a glut of time and are using it to trade

Current Opportunities in EM: Value or Momentum?

May 2020 Global equity markets experienced a dramatic and sharp sell-off in March, followed by a sharp rebound in April. We are all being bombarded by a plethora of data, emails and news articles, but it can be tough to parse the information from the noise. Here at Nipun, we have

China Size Premium

Will the Size Premium Persist in China? “Markets are moved by a mix of rational calculus and human behavior.” – Royal Swedish Academy of Sciences in its 2013 Nobel Memorial Prize Economics Award Equity markets are always evolving. A change in the mix of market participants, a change in the behavior of market

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. However, the China Securities Regulatory Commission recently released a consultation paper seeking feedback on a proposal to drastically simplify and enhance the QFII program. How is this likely to evolve