In 1988, MSCI Emerging Markets Index was launched and consisted of just 10 countries representing less than 1% of world market capitalization. Today the index consists of 24 countries representing 10% of world market capitalization. Read here about the changes expected until June 2020 to one of the most important global emerging markets equities index.
Article on tag "China"
US Congressional election results
The outcome of the US Congressional election on Tuesday has caused some relief in the international financial markets. Read more about it in our blog.
Financial Markets Monitor August: We remain optimistic
The month since the previous meeting in July had been a positive one for investors willing to take risks. Thus, the optimistic risk stance of our team paid off. It is therefore not surprising that the team remains optimistic.
IMF conference in Washington: cautiously upbeat sentiment about emerging markets
Senior Funds Manager Felix Dornaus summarises his learning points from the presentations by the International Monetary Fund in Washington on 20 to 23 April 2018. Who were the winners and who the losers?
Bleaker sentiment on the financial markets
The environment on the financial markets has become a bit bleaker. Growth rates of industrial output and the survey-based indicators for economic growth are falling, while the trade conflict between the USA and China and the tense geopolitical situation in the Middle East has caused the risk for global growth to increase further. Will the environment remain generally supportive to risky asset classes?
Protectionism: Risk of a trade war with the US?
The announcement by the US President, Donald Trump, to levy import tariffs on steel (25%) and aluminium (10%) has made waves. Can the favourable economic environment be toppled an will we see a trade war between the US and the EU?
Xi Jinping’s New Era
Certainly, the National Congress of the Communist Party of China held every five years in Beijing is an important political event, but this year’s Party Congress was a milestone. It marked that a new era has begun in China. President Xi Jinping cemented his power further as China’s paramount leader, a leader, who might rule the country on the coming decade, a leader, who has high ambitions.
China on the way to new strength
Driving through Beijing you will see megalomania without limits – in houses, traffic, and people. A trip in a tuk-tuk, which looks like a motorcycle on three wheels, allows you a short glance into the past. It is at these moments that the rift between rich and poor becomes obvious.
IMF-meetings in Washington: positive outlook for emerging markets
The following points reflect my impressions at the presentations that I attended at the IMF-meetings in Washington from 12 to 15 October 2017.
Renmimbi – a managed currency
Long enough we have heard about the depreciation of Chinese currency Renmimbi (RMB), but this year RMB has showed rather unusual movements.