China Mobile, ANA Holdings Favored, Nomura's McCafferty Says

The video discusses the performance of Asian stocks, highlighting a 9.5% gain in the first quarter, a level not seen since 2012. It emphasizes China's significant role in global markets, noting its underrepresentation in global indices despite its economic size. The video also explores the dynamics between North and Southeast Asian markets, with a focus on investment opportunities in China and other regions. It concludes with insights into market trends and investment strategies, including the impact of MSCI rebalancing and the potential of China Mobile as a dividend stock.

What factors contribute to the underrepresentation of foreign investors in China?

What are the implications of the MSCI rebalancing for the Asian markets?