A roundup of the week’s asset management industry news from mainland publications.
Category: China
China this week – July 2015
A roundup of China news relevant to the asset management industry for the week of July 13.
China this week – Financial Markets Analysis
What the mainland press is talking about: One belt, one road is riddled with risk; QFII and RQFII approvals for May; Bank of China plans to launch small-mid cap A-shares fund.
HK, China mutual recognition of funds to take off 1 July
The Securities and Futures Commission and the China Securities Regulatory Commission today said they have signed a cooperation pact for the initiative and agreed on the implementation principles. “The mutual recognition of funds initiative is a major breakthrough in the opening up of the mainland’s funds market to offshore funds,” the SFC’s chairman Carlson Tong […]
Thomas Miller issues China warning
According to Herberts, China’s stock market is exhibiting signs of being in bubble territory as investors flock to get a piece of it. “With China having enjoyed a significant bull run recently, is the bubble about to burst?” he asked. “The Shenzhen and Shanghai markets have more than doubled in a year, and the Shenzhen […]
China takes pole position
It was Mark Twain who said “facts are stubborn, but statistics are more pliable”. I wonder what his take would be on the latest figures from the IMF which says his beloved America is now number two.
Schroders on China 2015
China’s economic growth is seen moderating further, but long-term opportunities are present across a variety of industries particularly driven by the consumption theme, said Louisa Lo, head of Greater China equities at Schroders.
Beginning of rate easing cycle in China
Recent interest rate cuts by Chinas central bank marks the beginning of a rate easing cycle, which will have positive implications for Chinese equities, writes Victoria Mio, chief investment officer and fund manager of Robeco Chinese Equities.
China indicies rise as valuations remain low
The CSI 300 Value index is up more than 7% and the Shanghai Composite is up 6% since March, following a long period of underperformance. Yet valuations are low, sources said, and China is one of the cheapest markets in the world.
How confident are investors in Chinas minirebound
China’s second quarter growth figures showed a slight pick-up, but how confident are investors about the sustainability of this growth?
