Less than half of Greater China funds have outperformed the MSCI China Index and only one is positive year-to-date.
Category: Equities
ASI buying Apac quality stocks
As markets undergo wild swings, there are opportunities in companies with solid balance sheets and structural growth models at depressed valuations, according to Aberdeen Standard Investments.
Thematic funds warning
It is important for investors to understand if a theme is a valid strategy for the long-term or just a short-term fad, according to a Morningstar report.
Invesco sticks with risk assets
Monetary easing and fiscal stimulus will continue to support equity markets, despite the coronavirus threat, according to Invesco’s Asia strategist
Mainland investors rush to Hong Kong stocks
Shanghai-Hong Kong-Shenzhen-themed mutual funds are getting strong inflows as mainland investors worry about RMB risk and the property market.
Blackrock: Asia and EM equities are `winners’
Global growth, the reflationary environment and the transition from monetary to fiscal policy make global equities attractive, especially in Asia, according to Belinda Boa, Blackrock’s head of active investments for Asia Pacific.
China A-shares outlook better for 2H, says UBS
China’s A-shares are expected to enjoy near-term support from accommodative policies and the Shenzhen stock connect.
Standard Chartered advises caution on stocks
Stock markets might face an “A-shape” retreat in the second quarter of this year after a sharp rebound earlier, Standard Chartered said.
AXA IM turns underweight on Chinese equities
“[A] word of caution is warranted following the stellar performance of Chinese equities over the past year or so. “Today A-shares trade at or above a 20x multiple and look simply expensive. A correction would offer a welcome breathing pause,” the fund house said in its asset allocation strategy note. In the medium-term, the investment […]
Hong Kong share rally
Market turnover in Hong Kong broke a record this week as a multi-day rally continues. But according to Schroder Investment Management, the momentum is not based on fundamentals.
