Changes are coming to our lives and world that may rival the industrial and internet revolutions. Jeremy Schwartz and Kara Marciscano discuss the BioRevolution already underway and identify the range of business sectors we believe are best positioned to benefit.
For many emerging markets (EM) investors, navigating 2021 has felt like walking through a minefield. Joe Tenaglia explains how small caps have served as a quiet bright spot for EM investors.
China lacks a definitive index like our S&P 500. The three main players—the S&P China 500 Index, the MSCI China Index and the MSCI China A Index—offer wildly divergent exposures to A-shares and state-owned companies. Liqian Ren and Aneeka Gupta explore the differences and reveal our recommended sweet spot for A-share allocation.
If Chinese stocks cannot get their act together, the unwanted “October surprise” could be a rerating of U.S. equity valuations in response to now-reduced peer valuations. Against this backdrop, Jeff Weniger outlines two potential options for investors to investigate.
VIE (variable interest entity) default risk is almost unavoidable when it comes to investing in China. Liqian Ren discusses how investors can assess and limit their exposure to VIE in their emerging markets portfolio.