MSCI
Concentration Risk of Chinese Equities and the Impact on Emerging Markets
Christopher Wood writes about the concentration risk of Chinese equities in Emerging Markets indexes.
China’s Erratic Housing Market and the State of its Credit
The most important economic data to monitor in Asia this year will be Chinese credit data. On this point, the…
5 Tech Stocks with Strong Pricing Power
Pricing power allows companies to sell their products at a premium without losing business. Companies with pricing power can withstand…
Pakistan: Well Positioned to Benefit from the US-China Trade War
Investor attention on emerging markets normally focuses for good reason on economic success stories like China and India. But this…
The Strong US Dollar, Buyback Frenzy and Increased Savings
Given Donald Trump’s recent criticism of Federal Reserve policy of late, Fed chairman Jerome Powell made a politically astute speech…
Peaceful Kim Jong-un a Potential Catalyst for Cheap Korean Stock Market
There have been remarkable developments on the Korean peninsula of late. The flurry of events began at the Winter Olympics…