At the midyear point, answers to some of 2017’s burning questions about the global economic recovery and financial markets are coming into focus. Capital Group portfolio managers Jody Jonsson and David Hoag and economist Darrell Spence join host Matt Miller for a lively exchange of ideas with profound implications for investors
The curtain is going up on China’s large domestic stock market, known to investors as A-shares.
China’s stock market has long been dominated by local retail investors. But that is set to change. MSCI’s decision to include a sliver of China’s A-share market in its emerging markets equity indexes is a small but significant step in further integration of China’s domestic market into global financial markets.
Surging technology stocks – think Facebook, Microsoft, Apple and Alphabet – are rapidly expanding their influence on the makeup and direction of the U.S. stock market. But while some might think this is a sign of excess or overvaluation, I suggest that, if anything, the sector’s influence will only intensify as the market appreciates these companies’ superior fundamentals and growth prospects.