Anhui Gujing Distillery (200596 CH): Global Index Deletion; Big Impact & Rel Val Trade
Anhui Gujing Distillery (200596 CH) could be deleted from a global index in Feb. The impact is huge and that could lead to the line trading at a...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
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China Unlikely to Quench Beverage Firms' Thirst for Growth
We don't expect China's beverage market to reaccelerate to the levels it once enjoyed. Although the country's consumption of soft drinks and...
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MS-China March 2026 Rebalance: Post-Event Review
A retrospective look at the MSCI China Feb 2026 rebalance: cross-window alpha, FF/ADV bucket cuts for ADD and DELETE, and the implementation-day...
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