Equities

Postcard from...China

Postcard from...China

by John Lin
Last October, we travelled to Wuhu in the eastern Anhui province, about 350 kilometers from Shanghai. When we woke up and looked out the hotel window, the thick gray smog that covered the city provided a potent reminder of one of China's most vexing problems: air pollution.

Equities, Fixed Income


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Avoid the Crowds in Chinese Stocks

Avoid the Crowds in Chinese Stocks

by John Lin, Stuart Rae
After MSCI decided today to boost the allocation to Chinese onshore stocks in its emerging-market indices, global investors are likely to pump more money into the market. But watch out for crowds. Flows into China are concentrated in a small group of large-cap stocks.

Equities


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