Meituan Dianping: From Nowhere to Key Underweight
Meituan Dianping ownership among Asia Ex-Japan investors has surged since its addition to the MSCI indices earlier this year. After a less than...
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Hang Seng Index Rebalance Preview: December 2020 - Do We Go Above 50?
The Hang Seng Indexes Company Limited (HSIL) should announce the results of the 2020 Q3 review of the Hang Seng Family of Indexes on 6 November....
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Quick Picks that Are Hopeful of Keeping Delighting Chinese Consumers
The consumer sector in China has been a complex and dynamic one in recent years, with two totally opposing trends (of both consumption upgrade and...
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Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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The Stocks to Own in Asia – Vol. 30
We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asia markets...
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