What the MSCI decision means for global investors in the short-term

The long-term implications to global investors on China A share inclusion into MSCI indexes

Despite MSCI’s decision , China A shares should still be on the table as an opportunity set as global investors prepare for its inevitable inclusion into MSCI Emerging Markets. It’s not a matter of if but when and the announcement of a definitive inclusion timeframe could be soon as the remaining issues become resolved”

When China A shares ultimately reaches full inclusion, China’s index weighting will be to Emerging Markets what the US is to Developed.

Mark Valadao – Head of Portfolio Strategists, Asia ex Japan – State Street Global Advisors