Kuangyi (Guagua) Bo(@BoKuangyi):Classifying China as an Emerging Market has been anachronistic for years. When is the laggard industry going to catch up? And MSCI still keeping China in the EM index basically forces every EM portfolio to carry oversized single-country exposure and undercuts any real diversification.

Kuangyi (Guagua) Bo

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Kuangyi (Guagua) Bo@BoKuangyi

2026.08.24 17:08

Classifying China as an Emerging Market has been anachronistic for years. When is the laggard industry going to catch up? And MSCI still keeping China in the EM index basically forces every EM portfolio to carry oversized single-country exposure and undercuts any real diversification.