The top performing funds that tap China’s A-share markets have soared since the Stock Connect launched and China cut interest rates, but they haven’t beat their benchmarks.
Author Archives: Fund Selector Asia
Equity products dominate HK fund industry
Hong Kongs fund industry registered a 7.5% rise in net inflows during the first nine months of the year with equity funds dominating more than half of the funds sales, according to Hong Kong Investment Funds Association.
China takes pole position
It was Mark Twain who said “facts are stubborn, but statistics are more pliable”. I wonder what his take would be on the latest figures from the IMF which says his beloved America is now number two.
RQFII the best route to access China A shares
China has been opening up its capital markets with a series of initiatives, however, the best vehicle for institutional investors to tap the onshore equities would be through an asset manager who holds a Renminbi Qualified Foreign Institutional Investor license, according to Principal Global Investors.
Schroders on China 2015
China’s economic growth is seen moderating further, but long-term opportunities are present across a variety of industries particularly driven by the consumption theme, said Louisa Lo, head of Greater China equities at Schroders.
Bank Pictet appoints independent board director
The Pictet Group has appointed Koh Boon Hwee as an independent board director of Bank Pictet & Cie (Asia), the Group’s private banking entity in Singapore.
Loomis Sayles names co-portfolio manager
Loomis, Sayles & Company has named Scott Service as co-portfolio manager for a suite of investment strategies managed by the company’s global bond team, which oversees about $38bn in global assets.
Beginning of rate easing cycle in China
Recent interest rate cuts by Chinas central bank marks the beginning of a rate easing cycle, which will have positive implications for Chinese equities, writes Victoria Mio, chief investment officer and fund manager of Robeco Chinese Equities.
Kaan Nazli EM comment
With energy prices sharply weaker and non-agricultural commodities generally under challenge, Kaan Nazli, Neuberger Berman’s senior economist for emerging markets debt, examines the outlook for the developing marketplace.
PineBridge appoints Asia head of marketing
PineBridge Investments has hired Eastspring Investments Jacinta Reddan as managing director, head of marketing and communications for Asia.
