MS-China June 2026 Rebalance: Post-Implementation Review
MS-China June 2026 implementation is complete. We review the bridge window and first-week performance across 21 ADDs and 24 DELETEs vs 8 prior cycles.
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Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
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MS-China June 2026 Rebalance: Pre-Implementation Update
MSCI China enters implementation phase on June 1st. We provides an update to stock's performance and discussed implementation trades.
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MS-China June 2026 Rebalance: Post-Announcement Trading Pattern Analysis
Following MSCI May 2026 announcement, we a look at the trading pattern of affected stocks for MSCI-China from historical perspective by overlaying...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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