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Global appetite for large-cap Chinese stocks was dampened by fears of a Chinese financial crisis. Now that China has shown that it can de-lever the financial system and maintain strong growth at the same time, investors are scrambling to add Chinese stocks to portfolios before the MSCI indices expand to include China later this year. With the HSCEI up 17.2% year to date, any global portfolio that did not include China would have underperformed.... Asia TimesH-shares soar as global investors shift to China Daniel P. Goldman Also America’s Syrian humiliation is worse than it looks
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Mike Norman considers the following as important: China, Chinese economy, global economy
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Global appetite for large-cap Chinese stocks was dampened by fears of a Chinese financial crisis. Now that China has shown that it can de-lever the financial system and maintain strong growth at the same time, investors are scrambling to add Chinese stocks to portfolios before the MSCI indices expand to include China later this year. With the HSCEI up 17.2% year to date, any global portfolio that did not include China would have underperformed.... Asia TimesH-shares soar as global investors shift to China Daniel P. Goldman Also America’s Syrian humiliation is worse than it looks
Topics:
Mike Norman considers the following as important: China, Chinese economy, global economy
This could be interesting, too:
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Global appetite for large-cap Chinese stocks was dampened by fears of a Chinese financial crisis. Now that China has shown that it can de-lever the financial system and maintain strong growth at the same time, investors are scrambling to add Chinese stocks to portfolios before the MSCI indices expand to include China later this year. With the HSCEI up 17.2% year to date, any global portfolio that did not include China would have underperformed....Asia Times
H-shares soar as global investors shift to China
Daniel P. Goldman
Also