Correcting perceptions about MSCI downgrade
Pakistan Stock Exchange (PSX) index was downgraded from Emerging Market to Frontier Market recently by MSCI (Morgan Stanley Capital International). Some people are linking this subject to the state of…
Hong Kong-Shenzhen stock link no quick fix for MSCI entry
Connecting the giant stock markets of Hong Kong and Shenzhen is unlikely to fast-track the inclusion of Chinese shares in a major investment benchmark index as foreign access to China's…
As global rates turn, banks in India and Indonesia set to win
As Asia’s banking sector navigates a peak in global interest rates and risks of slower growth, investors are wagering that banks in India and Indonesia have the strongest loan and…
Investors pull record sums from Saudi in Middle East fund flight
Foreign investors pulled a record amount of money from US equity funds tracking Saudi Arabia in October as the Middle East’s worst violence in decades shook the region’s business-friendly narrative.…
Vietnam eyes China model to seek index upgrade
Vietnam is planning to relax its stock market settlement procedures for foreign investors, a critical measure to convince equity index managers to upgrade the country to emerging market status and…
Argentina investors see silver lining in Milei election shock
Investors in Argentina’s financial markets, where bonds and the peso slid on Monday after central bank moves following a surprise primary election result, said the vote had a silver lining:…
Apple’s growing stock market heft poses dilemma for fund managers
The massive rally in Apple’s shares is forcing some fund managers to revisit a thorny dilemma: they may not own enough of the stock. Apple’s share price has soared 49%…
Macro hedge funds down at half-year point
Many macro hedge funds that bet on global economic trends are ending the first half of 2023 with losses, but uncertainty around how different central banks will handle monetary policy…
China invites global investors for rare meeting
China’s financial regulators have invited some of the world’s biggest investors to a rare symposium next week, three sources said, seeking to encourage foreigners to keep investing in the world’s…
Tumbling US dollar a boon to risk assets across the globe
Cooling US inflation is accelerating a decline in the dollar, and risk assets around the world stand to benefit. The dollar is down nearly 13% against a basket of currencies…
