Abraham Darwyne, Author at Fund Selector Asia

AXA IM: Chinese equities are not cheap anymore

Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.

A former PGIM and Wellington veteran Sashi Nambiar has been appointed to the newly created role at Muzinich & Co.

Hong Kong-based investment firm Chartwell Capital has entered into a strategic partnership with SPARX Asia Investment Advisors Limited.

Hong Kong based Florian Neto has been appointed head of investment, Asia.

Some of the biggest actively managed China equity funds have not kept up the pace with the rally in Chinese markets year-to-date.

Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.

A handful of ETFs tracking Chinese equities are outpacing the S&P 500 index year-to-date after breaking out of multiyear lows.

Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.

The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.

The Singaporean investment manager has shifted from overweight to neutral on global equities as it expects volatility in the fourth quarter.