In a look-back at Chinese equity funds, FSA examined correlation of the sector’s returns with several other geographic sectors of mutual funds available for sale in Hong Kong.
Category: China
BOS negative on China equities
Potentially aggressive US trade policy and China’s expanding credit are top concerns, according to Richard Jerram, the bank’s chief economist.
EFGAM lays out China risks
A stronger US dollar remains the biggest risk, said Mansfield Mok, senior fund manager of New Capital China Equity Fund.
Despite slowdown, Chinese HNWI numbers grow
The number of HNWIs in China grew by a double-digit percentage year-on-year and overseas investments already account for 16% of their invest-able assets, according to a recent whitepaper by CITIC Private Bank and Hurun Report released last week.
Value Partners: Make a killing in China
Value Partners Group chairman and co-CIO Cheng-hye Cheah said when events in Western civilisation create macro risk, investors either sit with cash or bet on markets like China.
China one year on: The renminbi keeps falling
A year after China’s one-off currency adjustment, there is still room for further depreciation of the renminbi against the US dollar, said Jade Fu, investment manager at Heartwood Investment Management.
Chinese tourism is taking off
In a sponsored viewpoint, Mansfield Mok and Claudia Ching argue that although China’s economy may be slowing, this has not stopped consumers spending more to improve their lifestyles – travel and tourism being the biggest winners.
Demand for long-term stable yield in China
Mainland retail investors queued for a day to snap up government savings bonds, which are perceived as a safehaven for capital, mainland media reported.
China takes more steps to open bond market
The mainland’s provident and pension funds should bring up to $610bn into China’s interbank bond market (CIBM) after regulators open it to a wide range of foreign and domestic investors, analysts said.
China this week – 06 May 2016
A roundup of the week’s asset management news from mainland publications.