China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
1.4k Views
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.
122 Views
Hong Kong/US-China/Food Security/Food Waste/Bribery
China News That Matters Sweeping crackdown in Hong Kong US-China talk trade – and TikTok? Food price inflation and food security fears Waste not,...
355 Views
Smartkarma’s Week That Was in China, Japan, & Korea: Markets Tank on Intensifying Global Trade Wars
"Government 'help' to business is just as disastrous as government persecution... the only way a government can be of service to national...
650 Views
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.
150 Views