Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
Category: China
JPMAM confident on China healthcare theme
Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
UBS Wealth defends China tech valuations
The sector is expected to deliver earnings growth of 25-30% in the next 12-18 months.
Fidelity expects rising China bond exposure
High returns, low correlations and index inclusion should attract foreign flows into China Government Bonds (CGBs), says Fidelity’s Asia CIO.
China to issue $10bn worth of QDII quotas
The regulators just issued $3.36bn of fresh quotas last month, after QDII quota allocations were suspended in April 2019.
Thai investors bet on China equities in Q3
Inflows toward China funds have made UBS AM to be the third largest master fund firm in Thailand, according to a Morningstar report.
Post-covid boost for China’s richest
While the masses struggle with the impact of coronavirus, China’s most well-healed have enjoyed the biggest wealth increase in two decades, according to Hurun’s latest annual report.
Korea’s Hanwha AM taps China’s private market
It is also the only foreign asset manager that set up a WFOE in Tianjin, a city near Beijing.
NB to roll out second QDLP fund in China
On top of its QDLP business, Neuberger Berman offers PFM funds to qualified investors and is expected to tap the country’s retail fund market.
UBS AM maintains top position in China rankings
But JP Morgan AM and Blackrock are catching up, according to Broadridge’s ranking exercise of global managers.
