Less than half of Greater China funds have outperformed the MSCI China Index and only one is positive year-to-date.

Less than half of Greater China funds have outperformed the MSCI China Index and only one is positive year-to-date.
Foreign asset management firms have been applying for licences to invest onshore in China.
Despite delistings of A-share ETFs by various firms, CSOP believes that the product is differentiated in Hong Kong due to the focus on small and mid-caps.
The most resilient Asia-Pacific ex-Japan funds this year have had high exposure to China and Hong Kong, and have avoided Asean.
The coronavirus appears to have passed peak infection in China, according to the fund manager, who explains her strategy and how China’s ‘transformative’ companies have been an alpha source.
Two Chinese asset managers were included in a survey of 75 leading firms – and they didn’t distinguish themselves, according to a responsible investment report.
After the coronavirus spread is under control, the firm believes China’s focus will turn to increasing investment in sanitation and waste treatment.
The recent turbulence in China and other parts of Asia represent a buying opportunity, says a fixed income fund manager at the firm.
Fintech investments in China totaled about $4.5bn last year, about one-fifth of the amount in 2018, according to a report by KPMG.
China’s consumer-led growth trajectory will endure despite the current problems, and there are still investment opportunities in key sectors, according to Newton Investment Management.
Part of the Mark Allen Group.