Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
Category: China
Allspring looking to add to China equities position
Allspring Global Investments’ multi asset team are also underweight the US dollar.
Hang Seng Bank reports profit increase
The Hong Kong bank has enjoyed a growth in new retail accounts and affluent clients.
Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
Abrdn’s China Financial Conditions Index hits 10-year high
The UK-headquartered asset manager’s closely-watched China Financial Conditions Index is at its highest point in a decade.
Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024.
Five China funds that beat the S&P 500 last year
FSA looks at the best performing China equity funds of last year.
Schroders backs Asian equities
Private banks and unloved Hong Kong stocks are among the asset managers picks.
Lion GI partners with China Merchants FM for ETF launch
The new ETF will list on SGX in December and also a feeder ETF on the Shanghai Stock Exchange by March 2025.
Ruffer: China equities could be ‘the best contrarian allocation’
The British boutique asset manager known for focusing on capital preservation has turned bullish on Chinese equities.
