Benchmarking Emerging Markets
The reliance on MSCI as a benchmark for emerging markets is critiqued for its heavy emphasis on state-owned enterprises, which often overlook promising new economy stocks. The discussion highlights the disconnect between the benchmark's focus on old economy sectors and the evolving landscape of emerging markets. It raises questions about the criteria for inclusion in indices and challenges the classification of certain countries as emerging markets.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
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