Rising inflation and supply chain disruption stemming from Covid-19 will lead to slower than expected growth in China in the short term, according to BNP Paribas.
Category: Equities
Pictet backs China bonds and stocks
With leading indicators for China suggesting only a temporary economic slowdown, there is reason for optimism in terms of the fixed income and equity markets, according to Pictet Asset Management (Pictet AM).
Indosuez WM turns neutral on China
Indosuez Wealth Management (WM) expects risks to persist for Chinese equities.
SFC gives green light to two Pictet ESG funds
The Pictet Global Thematic Opportunities Fund and the Pictet Human Fund are the latest additions to the Securities and Futures Commission (SFC) green fund list.
Hong Kong investors expect unrealistic returns
Schroders’ latest global investor study shows that despite the turmoil caused by the pandemic, Hong Kong investors expect outsized stock market returns.
HKEX to launch China A-share futures
The Hong Kong stock exchange has signed a license agreement with MSCI to launch an index futures product linked to onshore Chinese shares.
RBC WM downgrades Asia ex-Japan equities
Regulatory crackdowns and a resurgence of Covid-19 in China cloud the region’s short-term outlook, argues the Canadian wealth manager.
HEAD-TO-HEAD: JOHCM versus Threadneedle
FSA compares two UK equity products: the JOHCM UK Dynamic Fund and the Threadneedle UK Extended Alpha Fund.
Hong Kong tops world for retail share traders
57% of surveyed adults already own shares, while another 20% plan to jump on the bandwagon this year, according to a recent survey.
Value equities set for second wind
Cyclically exposed companies will continue to benefit from strong economic growth and global reopening, said T Rowe Price.
