Institutional Investor (November 5)
Tags: AI, Allocators, Capital, Companies, Emerging markets, Financials, Frontier markets, Industries, Large-cap, Opportunities, Overconcentration, Overcrowded AI, Overlooked, Overseas, Race, Tech stocks, U.S.
South China Morning Post (May 21)
“The direction is clear, and the pace is picking up. For investors around the world, the biggest mistake would be to ignore China’s markets and their enormous potential now.” As China’s capital markets continue opening up, “investors—be they European hedge funds, pension funds in Australia, sovereign wealth funds from Asia, or ordinary savers around the world—will need to look at what might be a once-in-a-generation opportunity.” The June 1 inclusion of 200 of the mainland’s large-cap companies into the MSCI alone might “prompt well over half a trillion US dollars to pour into Chinese stocks in the next five to 10 years, as institutional investors adjust index-linked portfolios to MSCI’s change.”
Tags: Capital, China, Direction, Hedge funds, Index, Institutional investors, Investors, Large-cap, Mainland, Markets, MSCI, Pension, Portfolios, Sovereign wealth, Stocks
