Assessing the Health of the Chinese Markets

The video discusses the current state of the Asian market, highlighting a notable derating since June due to emerging market currency tumbles. Despite solid earnings growth, there are concerns about potential downside risks, especially with the ongoing trade war. A survey on the Shanghai Composite suggests possible upside in the fourth quarter, though analysts have underestimated trade war risks. The video also covers earnings trends, noting a stabilization despite earlier downward revisions, and the limited impact of trade on MSCI China's revenue.

What was the median forecast for the Shanghai Composite at the end of 2018?

How much of MSCI China's revenue is linked to trade with the U.S.?