Investment actions

Emerging opportunities in China and beyond

The inclusion of China A-shares in MSCI indexes is an emerging-market milestone, and part of a broader evolution in the developing world’s financial markets.

The China A-share market is very exciting because the data availability in this market is enormous” - Rui Zhao

[MUSIC PLAYING]

My name is Rui Zhao. I'm part of the BlackRock Systematic Active Equity team, and I am personally focusing on the China market.

The China Asia market is a very exciting market, because the data availability in this market is [INAUDIBLE], compared to the rest of the world. So not only do we have a lot of non-traditional data source to capture fundamentals, we also have data source, like social media, to capture investor behaviors.

Clients has been varied about the China market beta-- the beta risk-- because they have seen this boom and bust in the past decade, and also, they have been worried about the information availability coming out of China, and which data source is more trustworthy.

Yeah, the China Asia market right now is still very segmented from the rest of the world. It's not really correlated with other equity markets right now because it's also dominated by domestic investors. So we think of this actually has diversification benefit to a client's existing portfolios, and second, as everybody knows, MSCI is starting including China [INAUDIBLE] into their standard benchmark.

[MUSIC PLAYING]

[MUSIC PLAYING]

My name is Rui Zhao. I'm part of the BlackRock Systematic Active Equity team, and I am personally focusing on the China market.

The China Asia market is a very exciting market, because the data availability in this market is [INAUDIBLE], compared to the rest of the world. So not only do we have a lot of non-traditional data source to capture fundamentals, we also have data source, like social media, to capture investor behaviors.

Clients has been varied about the China market beta-- the beta risk-- because they have seen this boom and bust in the past decade, and also, they have been worried about the information availability coming out of China, and which data source is more trustworthy.

Yeah, the China Asia market right now is still very segmented from the rest of the world. It's not really correlated with other equity markets right now because it's also dominated by domestic investors. So we think of this actually has diversification benefit to a client's existing portfolios, and second, as everybody knows, MSCI is starting including China [INAUDIBLE] into their standard benchmark.

[MUSIC PLAYING]

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