Tag Archives: S&P China BMI
Navigating the Global Index Landscape amid Tariff Volatility
In an environment of rapidly evolving trade conditions, understanding the nuances of index performance across countries is essential. As trade policies fluctuate and central banks carefully evaluate the economic outlook, the repercussions for markets and global commerce may be significant. Reflecting on the past couple of years, it is noteworthy that the 12-month total return…
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The Global Equity Landscape: Struggles and Surprises in 2024
U.S. equity markets enjoyed a great year in 2024, but the returns in many developed equity markets were found wanting in relative terms and, in many cases, absolute terms as well. With just a few trading days left in 2024, the S&P Developed BMI has gained 22% YTD as of Dec. 13, 2024, with all…
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Clash of Titans: Diverging Global and Emerging Market Mid-Year Active Performance
Much of recent market commentary has been focused on market concentration concerns,1 thanks to the dominance of mega-cap stocks in the U.S., with the S&P 500® Top 50 outperforming the S&P 500 by 5% for the 12 months ending in September 2024. But as we’ve noted in our inaugural SPIVA® Global Mid-Year 2024 Scorecard, concentration…
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2024, Active vs. Passive, Anu Ganti, core, emerging markets, Global equity, IIS, institutional investor, passive investing, S&P 500 Top 50, S&P Developed BMI, S&P Emerging BMI, S&P Emerging ex-China BMI, S&P World Ex-U.S. Index, S&P World Index, S&P/IFCI Composite, SPIVA, topposts2024, U.S. Equity, US FA
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- 2024, Active vs. Passive, Anu Ganti, core, emerging markets, Global equity, IIS, institutional investor, passive investing, S&P 500 Top 50, S&P Developed BMI, S&P Emerging BMI, S&P Emerging ex-China BMI, S&P World Ex-U.S. Index, S&P World Index, S&P/IFCI Composite, SPIVA, topposts2024, U.S. Equity, US FA
U.S. Sector Relevance to China
Chinese investors tend to exhibit high exposures to domestic equities. Incorporating U.S. equities could help Chinese investors diversify their strategies and alleviate home-country bias. For example, the S&P 500® may be relevant for exposure and sensitivity to the U.S. economy. Additionally, market participants seeking to offset domestic equity biases or express tactical views may wish…
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China: An Unlikely Stabilizer in Emerging Markets
As investors grapple with the economic fallout of COVID-19 and seek to understand its impact, China has become an unexpected stabilizing force in emerging markets. Despite being the epicenter of the outbreak, Chinese equities have experienced lower volatility, minimal currency fluctuation, and less exposure to falling oil prices in the recent market environment in comparison…
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S&P China 500 Declined 2.8% in Q2 2019; Gains Stood at 20.2% YTD
The S&P China 500 declined 2.8% in Q2 2019, as the U.S.-China trade tensions and threat of company sanctions weighed on returns, even as expectations for eased tensions improved. The decline followed the 23.6% Q1 2019 surge in the index, ultimately leading to overall healthy gains of 20.2% YTD. Chinese stocks generally lagged global benchmarks…
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Are You Ready for China A-Share Inclusion?
In case you missed our country classification announcement on Dec. 5, 2018, we will be starting the process of adding China A-shares to S&P DJI global benchmarks (including the S&P China BMI and S&P Emerging BMI) in September 2019 at a partial inclusion factor of 25%. Given the size of China’s onshore equity market, the…
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