The UK asset manager shared five investment themes in China that it overweighs in 2023.
Category: Asset managers
China’s reopening policies boost market confidence
Short-term sentiment has been boosted after the Chinese government announced plans to relax restrictions, said market observers.
HSBC AM bets on Asia reopening
Despite the global slowdown in growth, most Asian economies and asset classes will benefit from broader reopening, said the British asset manager.
Schroders identifies major sustainability trends for 2023
Current macroeconomic trends buttress the drive towards sustainability.
Invesco bets on US investment grade bonds
Tightening monetary policy is unlikely to continue throughout 2023, said the asset manager.
China outlook remains uncertain but inflation may surprise in 2023
As China’s economy reopens, its impact on global markets cannot be understated.
Schroders favours Chinese and Hong Kong equities amid 2023 recession
Equities are poised to rebound next year amid recession fears, said the British asset manager.
M&G favours floating rate bonds
Floating rate fixed income instruments are likely to outperform their fixed rate peers as the UK asset manager expects tightening monetary policies to continue.
Asset managers’ views mixed on China Party Congress
FSA interviewed professionals from various asset managers regarding President Xi Jinping’s speech on Sunday and the implications for different sectors.
Opportunities and ESG investing in Chinese equities
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. In this week’s Q&A, David Choa, head of Greater China equities at BNP Paribas Asset Management, talks about investment opportunities and the application of ESG criteria to investing in Chinese equities.
