Some of the biggest actively managed China equity funds have not kept up the pace with the rally in Chinese markets year-to-date.
Category: Equities
Asia ex Japan equities: abrdn versus Schroder
As part of FSA’s head-to-head series, we compare the abrdn Asia Pacific Sustainable Equity fund and the Schroder ISF Asian Opportunities fund.
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
Morningstar: Thematic fund assets double in past five years despite volatility
However, the sector has experienced volatility and inconsistency.
RHBAM launches enhanced income strategy
The RHB Asian Income funds feed into the Schroder Asian Income fund.
Federated Hermes: ‘vested interests in Korea resist change’
Jonathan Pines, lead portfolio manager for Asia ex-Japan at Federated Hermes, explains what it will take to tackle the Korea discount.
Fidelity launches an all-cap strategy in Asia
The fund managers expect to find uncorrelated, diversified opportunities across the range of market cap stocks.
Morningstar sees a structural shift in Asean investment landscape
New economy stocks are shifting the composition of Southeast Asia’s investible universe, says Morningstar.
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
