MSCI inclusion of China A shares to 20% in its emerging markets benchmark could help herald long-term reform to China’s capital markets. This means the opportunity in China equity just got bigger. More
Our emerging markets team went on a research trip to China. They tested out the latest drones, saw first hand the cashless society that China has become and was shown a cooker that can download receipes from the internet and automatically cooks the dish. What else did they discover?
Visiting the factories, walking around the shop space, talking to the management, their customers and vendors allow the team and me to test if the assumptions in our valuation models are likely to be achieved.
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