This year MSCI said it plans to add 222 mainland Chinese A-shares to their index. This heralds a further emergence of China (and more broadly Asia) as a signficant market to look out for. We see a range of opportunities in Chinese ports, telecom and select consumer companies. In Japan and Korea, we are more inclined towards export-oriented companies showing signs of improved corporate governance. 



Please sign in to comment on this wire.