We are seeing growing Enquiries from EM investors looking to switch at least part of their EM Asia exposure into an Asia ex-China benchmark. 
iShares MSCI Asia ex China AUM has doubled in just a couple of months. In the grand scheme still small at $420m but is this a coincidence this coincides with recent Geopolitical tension?
The impact on EM Asia ex China country weights is absolutely enormous. TWN and KOR could go beyond 30pc while India post 20pc.
Brian goes on to estimate the actual passive flow that would make its way to these markets... hint: it’s a wild number.
It seems u likely this change happens overnight; but we’ll be tracking the AUM movements / impact to individual stocks etc.
@threadreaderapp unroll pls
• • •
Missing some Tweet in this thread? You can try to
force a refresh
