MSCI EM inclusion could lead to US$180bio of A-Share inflows (Deutsche Bank)

The major obstacle for MSCI including A-Shares in their Emerging Markets Index is QFII. If you assume the majority of QFII is currently allocated to Clients for single stock exposure there simply isn’t enough supply for the world’s major index trackers. The inability for banks and clients to readily track an A-Share index is a major hurdle for MSCI. They would need to undergo a major principle shift for this to occur.

TAIWAN: WEEK IN REVIEW, 15Jun2013

Some Philippine Coast Guard personnel are heading to court; 64% against Nuke 4; Taiwan SAR in 2014 or 2012?; Taiwan still using cart and buggy according to MSCI; China Steel enters the dash for trash; Foxconn’s toxic factories; Obama stands by Taiwan Relations Act; Here’s what you missed this week.

KOREA: WEEK IN REVIEW, 15Jun2013

Take a look at the Seoul skyline is that a developing market?; More support for JPM’s Samsung report; Ssangyong E&C saved in the last hour; The wealth effect was strong in 2012; No help from the BOK; North and South talks were not meant to be; Here’s what you missed this week.

CHINA: BEFORE THE OPEN, 13Jun2013

There will be blood… China reopens this morning after a 3 day holiday in which US and emerging markets have been smacked. Here’s what you need to know before the open!

TAIWAN: BEFORE THE OPEN, 13Jun2013

Taiwan is still an emerging market; China Steel and the dash for trash; More HTC One Mini photos; Legislative Yuan convenes today; Corporate tax receipts down in Q1; More corrupt DPP officials; Here’s what you need to know pre-open.

MSCI: Taiwan still an emerging market

Don’t open up until you are ready to Taiwan. MSCI doesn’t have your best interests at heart.

MSCI: S Korea still an emerging market

S Korea still in the ranks along with The Philippines, Indonesia, Thailand etc… Open up your financial sector to the foreign locusts and then MSCI might bestow the developed market status upon you.

TAIWAN: WEEK IN REVIEW, 02Jun2013

PSL tax reading delayed; Apple switches to Pegatron; HTC pulls another product; MOEA internet gestapo; 2 new iPhones?; Premier Jiang’s goodie bag; You haven’t bought a property yet?; Here’s what you missed this week.

HONG KONG: WEEK IN REVIEW, 02Jun2013

MSCI rebal are you a winner or loser?; Retail sales show mainlanders still king; Langham Hospitality gets slammed; HK not so competitive anymore; What is a university degree worth?; The Art market running hot; Here’s what you missed this week.

MSCI Taiwan Rebal Theatrics on the Close

Additions:
Vanguard Int’l Semicon (5347) down 0.40%

Deletions:
Airtac Int’l (1590) down 3.32%
Capital Securities Corp (6005) down 0.97%
E Ink Holdings (8069) up 0.47%
Eternal Chemical (1717) down 5.02%
Macronix Int’l (2337) down 5.77%
Oriental Union Chemical (1710) down 3.77%
Richtek (6286) down 5.43%
Wintek (2384) down 5.62%

MSCI