Ruffer: China equities could be ‘the best contrarian allocation’
The British boutique asset manager known for focusing on capital preservation has turned bullish on Chinese equities.
AXA IM: Chinese equities are not cheap anymore
Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.
Active China equity funds lag amid breakout month
Some of the biggest actively managed China equity funds have not kept up the pace with the rally in Chinese markets year-to-date.
These China ETFs are outpacing the S&P 500 year-to-date
A handful of ETFs tracking Chinese equities are outpacing the S&P 500 index year-to-date after breaking out of multiyear lows.
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’.
AllianceBernstein’s Hogbin: ‘We’ll still be talking about cash on the sidelines a year from now’
AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
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.
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future.
Pictet AM launches second QDLP fund in China
The fund will invest in global corporate bonds.
M&G launches China fund
M&G China will select stocks from a universe of 300 Chinese companies.
Lazard AM hires director of China sales
Ada Zhang will lead the firm’s business development strategy in mainland China alongside Ken Fan.
Fidelity’s Dale Nicholls remains ‘cautiously optimistic’ on China
Despite trading at a 60% discount to the US market, Dale Nicholls, manager of the Fidelity China Special Situations trust, is still cautiously optimistic.
Capital Group taps Fidelity for Greater China business
Stella Xu joins the group as head of institutional business for Greater China.
JPMAM appoints China ETF head
The hiring comes amid growing popularity for ETFs in mainland China.
Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed.
ETFs boom in mainland China
China investors have been switching out of active equity and allocation funds for better value propositions, according to a Morningstar report.
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FSA SPY
The FSA Spy market buzz – 15 November 2024
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
