Despite tougher regulatory scrutiny, China’s private sector will continue to offer investment opportunities, says Matthews Asia.
![](https://s34456.pcdn.co/wp-content/uploads/2020/02/GettyImages-644977558-553x311-1.jpg.optimal.jpg)
Despite tougher regulatory scrutiny, China’s private sector will continue to offer investment opportunities, says Matthews Asia.
Despite headwinds, Chinese equities and bonds offer opportunities for investors this year, according to the German wealth manager.
After upgrading its global growth forecast for 2021 and predicting stable rates in the US and Eurozone for the next 18 months, DWS favours Asia emerging market equities and key sub-sectors.
China equity funds were the star attraction in the first half of the year, according to Morningstar.
The current macro backdrop will focus investors on quality, both in income and companies, as well as on alternative assets, as they plan their portfolios for the rest of 2021, says Franklin Templeton.
While China’s economic rebound stalls and the US economy holds steady, Invesco favours European and emerging market equities.
Market conditions look supportive for developed market equities for the rest of 2021, with fixed income more likely to be effective for risk management, says Natixis Investment Managers.
Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).
This week FSA presents a quick comparison of two US equities products: the MFS Meridian US Value Fund and the Morgan Stanley US growth Fund.
Selected China A-shares and tech names will enable investors to weather inevitable bouts of higher inflation, geopolitical tensions and a strengthening US dollar, says Fidelity.
Part of the Mark Allen Group.