The FSA Spy market buzz – 8 November 2024
Life Sciences are hard; The return of the Sentient Mandarin; Political thematics might not work; Expert predictions and their errors; Opportunities everywhere disguised; Economics and much more.
Having begun the year around the 3,250 mark, the Shanghai Composite Index has since climbed all the way to 5,166 at its June peak before plummeting to a 2,964-point trough 40 days later.
From that August low the index has exhibited unpredictability that makes wider global volatility waves look like ripples in a puddle, bouncing between a 3,243-point ceiling and 2,927 floor eight times in the past month.
Given this highly uncertain outlook, it is no surprise that China is not currently top of the investor agenda.
However, having exposure to the world’s second-largest economy is an essential part of a diverse portfolio, and this week’s Head-to-Head weighs up two equity vehicles that allow investors to do just that: Neuberger Berman China Equity and Allianz Greater China Dynamic.
Overseeing the action is Liontrust Asset Management’s head of multi asset John Husselbee.
Life Sciences are hard; The return of the Sentient Mandarin; Political thematics might not work; Expert predictions and their errors; Opportunities everywhere disguised; Economics and much more.
Part of the Mark Allen Group.