A perfect storm of a US-China tariff deal, renminbi appreciation, investment inflows and domestic reforms will drive Chinese bond prices higher, according to co-manager of the Invesco Asian Bond Fund.
Author Archives: Rupert Walker
Risk from China’s trade issues overstated
Concerns about trade tariffs and IP rights in China should not put off foreign investors, according to a regional family office consultant.
Allianz joins the Asian high yield chorus
Last year’s economic headwinds have turned into tailwinds since the start of the year and will support Asian credit, argues Allianz Global Investors’ David Tan.
Earnings surprises needed for Greater China gains
Stock markets in Greater China have already risen to fair valuations, so positive shocks are required to sustain further rises, according to Henry Chan, chief investment officer of BEA Union Investment.
HEAD-TO-HEAD: Fidelity versus Invesco
FSA compares two Asia Pacific ex-Japan equity products: the Fidelity Asia Pacific Opportunities Fund and the Invesco Asian Equity Fund.
Moody’s warns of more China bond defaults
Record defaults last year have reduced investor demand for onshore Chinese bonds, according to Moody’s, yet funds prepare for inflows following the index inclusion.
Sharp drop in annual earnings for Jupai
The NYSE-listed Chinese wealth management provider posted a net loss in 2018 on lower revenues and higher costs.
UBS heads list of foreign managers in China
UBS Asset Management is the best performing overseas fund manager in China for the second consecutive year, according to Z-Ben Advisors’ fourth annual assessment.
The sparse emerging Asia fund category
Emerging Asia funds are an attractive alternative to Asia equity products, but unfortunately there are too few available to consumers.
Taiwan regulatory boost to bond ETF market
Restrictions on overseas investments by Taiwanese insurers has led to the rapid growth of the local bond ETF market.