PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
Category: China
Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.
Global recession ‘postponed, not cancelled,’ says Manulife
Below-trend GDP and the uneven effects across sectors and geographies have complicated matters for investors.
Fidelity urges selective approach to AI in China
China wants to accelerate the development of its own artificial intelligence technologies, but investors need to focus on how they can be monetised, says Fidelity International.
Fidelity backs flexibility in fluctuating markets
With financial markets oscillating between resilience and fragility, Fidelity International supports a lower risk appetite while tapping into undervalued opportunities.
JPMAM appoints China CEO
Desiree Wang is a replacement for Eddy Wong, who has been appointed Apac head of institutional business.
Franklin Templeton launches new China-focused fund in Singapore
The new fund will invest primarily in China A-shares, and equity securities of mainland Chinese companies listed on the local bourse, as part of its objective of long-term capital appreciation.
Fund managers’ faith in Chinese equities evaporates – survey
According to the influential Bank of America survey, only 5% of fund managers now have an overweight position in Chinese equities.
Fidelity China trust cuts fees after solid year
Performance was boosted by ‘robust’ stock picking in the consumer space.
Schroders gets nod for public fund business in China
The fund management company will be able to manage both public and private funds in China.
