Allspring looking to add to China equities position
Allspring Global Investments’ multi asset team are also underweight the US dollar.
Hang Seng Bank reports profit increase
The Hong Kong bank has enjoyed a growth in new retail accounts and affluent clients.
Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
Abrdn’s China Financial Conditions Index hits 10-year high
The UK-headquartered asset manager’s closely-watched China Financial Conditions Index is at its highest point in a decade.
Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024.
Five China funds that beat the S&P 500 last year
FSA looks at the best performing China equity funds of last year.
Schroders backs Asian equities
Private banks and unloved Hong Kong stocks are among the asset managers picks.
Lion GI partners with China Merchants FM for ETF launch
The new ETF will list on SGX in December and also a feeder ETF on the Shanghai Stock Exchange by March 2025.
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.
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FSA SPY
The FSA Spy market buzz – 28 February 2025
Invesco’s oil bet; Star fund manager dangers; Federated Hermes is thinking biodiversity; BlackRock is worrying about the world; Janus Henderson on Nvidia; Fear and Greed; Bitcoin woes and much more.
