Minor tightening in China’s monetary policy could pose big risks for onshore bond investments, said Jeffrey Qi, portfolio manager at E Fund Management in Hong Kong.
Author Archives: Fund Selector Asia
Fund managers unmoved by BOJ announcement
The Bank of Japan’s unsurprising move last Friday is a relief for banks, but fund managers are not adjusting their portfolios.
Deutsche AM upgrades China equities
Deutsche Asset Management said it has added Chinese property, cement and insurance companies to the portfolio after upgrading Chinese equities from neutral to overweight.
China’s SAFE guarded with investment quota
The Chinese regulator only granted one new firm RQFII quota in July, while reductions in QFII quota continued.
HEAD-TO-HEAD: JP Morgan vs Templeton
FSA provides a comparison between two dividend funds, the JP Morgan Asia Equity Dividend Fund and the Templeton Asian Dividend Fund.
Charles Schwab: US bull run not over
US equities and bonds are yet to peak as the former is supported by solid economic growth and the latter by global demand, said Peter Yiu, portfolio management associate director at Charles Schwab Hong Kong.
Barclays banker joins StanChart PB
Standard Chartered has appointed Vivian Chan as its private banking regional head for Greater China and North Asia.
China’s E Fund plans active and passive funds in EMEA
China concerns have shifted away from currency worries to rising defaults and the overall debt level, said Jessie Lam, head of European business at E Fund Management in Hong Kong.
China may further tighten rules on WM business
China aims to strengthen regulations on the wealth management business of banks, according to local reports.
Wells Fargo: China concerns `overstated’
The market has priced in the possibility that China will have an economic hard landing, but Wells Fargo Asset Management senior portfolio manager Anthony Cragg said the worries are overstated and China is undervalued.
