There are many potential embedded conflicts with state-owned enterprises (SOEs). Alejandro Saltiel explains why we believe removing SOEs should be a common approach for an investor’s core EM exposure.
The pandemic accelerated the adoption of Internet-oriented businesses in China, leading to potential major growth ahead for China’s tech stars. Liqian Ren highlights the most important points for investors to consider when investing in China.
This month the House of Representatives voted to pass the Holding Foreign Companies Accountable Act, and it is expected to be signed into law. Liqian Ren discusses the impact of this decision on your equity portfolio.
The belief that state-owned enterprises are safer investments than ex-state-owned companies because they have government backing is anything but certain. Alejandro Saltiel examines this debate through the lens of our ex-State-Owned Enterprises Indexes’ annual reconstitution.
