Despite a wide range of destabilising macro troubles, Chinese domestic shares are well-supported by structural growth and official policies.
Author Archives: Rupert Walker
Eastspring launches another FMP in Taiwan
Eastspring hopes to tap into Asian investors’ strong demand for fixed maturity products.
UBS turns negative on equities
UBS Wealth Management recommends clients to underweight stocks and reduce portfolio risk amid the escalating US-China trade dispute.
SFC warns about illiquid investments
Hong Kong’s Securities and Futures Commission (SFC) finds deficiencies and inadequacies in fund managers’ liquidity risk management practices.
First mover in China is in for the long haul
In the midst of slowing GDP growth and a trade dispute without apparent end, JPMAM bets its China growth ambitions on its majority-owned CIFM joint venture.
Invesco remains optimistic on China bonds
Geopolitics may cause volatility, but central bank stimulus should support onshore China bonds, according to Invesco’s Asia fixed income head.
Investec adds to China equity team
Investec poaches a fundamental equities analyst from rival firm to boost its China and pan-Asia strategies.
Can AI resolve ESG rating differences?
AI and ML can improve the measurement of corporate ESG risks to enhance investment portfolio performance, according to State Street Associates.
BOS makes senior North Asia hire
Kelvin Teo has been poached to head bespoke investments for Greater China and North Asia at Bank of Singapore.
King coal defies alt energy investors
Continued demand for fossil fuels among fast developing nations is boosting returns for funds that track coal miners, but perhaps it’s time to start taking profits.
