Earnings growth, shareholding among top management and dividend payout are the more important factors when evaluating China’s onshore stocks, argues Judy Chang, chief investment officer at China International Fund Management (CIFM).
Category: Asset Class in Focus
NB searches for quality as EMs sell-off
Emerging market equities are down this year after double-digit growth in 2017, but Conrad Saldanha, New York-based portfolio manager for emerging market equities at Neuberger Berman, remains optimistic.
Why Loomis Sayles shuns Apple in its growth funds
The firm prefers companies that benefit from high barriers to entry, and Apple, despite being a popular growth stock, does not meet that criteria, according to Hollie Briggs, Boston-based vice president and product manager for growth equity strategies.
Fund favourite Ping An tumbles in 2018
Ping An Insurance, a stock held by hundreds of mutual funds and ETFs in the region, has fallen 10% in 2018. What risks does the company face?
Pictet WM: Asia’s industry leaders the better bet
Rising interest rates and global trade tensions are more likely to hit multinationals in Asia than the region’s home-grown leaders, who have become strong rivals, argues David Gaud, chief investment officer for Asia at Pictet Wealth Management.
Indonesia funds struggle in 2018
Indonesia-focused funds have become the worst performing products this year among all equity funds that invest in Asia-Pacific incl-Japan, according to FE data.
Morningstar: Thai investors dump bonds
In the first half, Pimco’s global bond fund lost 40% of assets in Thailand as investors dumped bonds for equities, according to Morningstar research.
UBS Wealth: Stay invested in the late cycle
Investors should stay invested during the late stage of the bull cycle despite increasing market volatility, according to Hu Yifan, regional chief investment officer at UBS Global Wealth Management.
DBS: Go overweight cash amid trade tensions
As stock market volatility continues, DBS Bank advises clients to cash out part of their equity holdings and take a wait-and-see approach, according to Hou Wey Fook, chief investment officer.
Are China’s ETFs taking off?
Thanks to robust net inflows, China’s ETF market is now second in Asia behind Japan, data from Morningstar shows.
