Downward pressure on the RMB and A-share volatility are prompting China’s investors to diversify their assets, said David Leung, head of wealth management at Standard Chartered Bank in China.
Category: Industry views
Fidelity: China de-leveraging is healthy
The sharp rise in Chinese onshore bond defaults should not be exaggerated as the deleveraging of weak corporates is inevitable, said Bryan Collins, portfolio manager at Fidelity International.
China’s GFI plans absolute return funds
GF International Investment Management plans to launch absolute return funds in Hong Kong that have a global investment mandate, said executive director Azra Lau.
Will China’s inflation cause more outlflows?
China’s inflation rate is trending up, triggering concerns about further RMB devaluation and more capitial outflow, according to UOB Kay Hian Investment Consulting.
Conning Asia Pacific cautious on EM equities
EM equity markets are vulnerable to moves in the US dollar and US monetary policy, said Marc Franklin, portfolio manager.
Aramco eyes HK for reported $2.5trn IPO
Could a high profile listing help the depressed Hong Kong market, which is trading slightly above its 2008 low?
Vanguard eyes fund, ETF launches in HK
ETFs could get a boost when they are allowed to be traded through the stock connect programmes, according to James Martielli, head of portfolio review for Asia.
Nikko AM cautious on China bonds
Chia Woon Khien, Singapore-based senior portfolio manager at Nikko Asset Management, said the onshore bond rout could spread to the offshore market.
HSBC GAM shakes off onshore bond concerns
Defaults are healthy for China’s bond market, said Geoff Lunt, senior product specialist for Asian fixed income.
Citi joins the EM bulls
Citi’s house view has recently moved to overweight emerging market equities from underweight.
