The FSA Spy market buzz – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
HEAD-TO-HEAD: Bosera vs E Fund
FSA compares the Bosera Credit Market Fund and the E Fund Stable Value Bond Fund.
Manager review
The Bosera fund’s portfolio manager is Guo Jun, who has been managing the fund since 2009. He is supported by the fixed income team, which includes 10 fixed income analysts, as well as 25 equity research analysts, according to Wu.
The E Fund’s portfolio manager is Zhang Qinghua, who has been managing the fund since 2014. He is supported by the firm’s 50 research analysts, which include 20 specialising in fixed income and 30 in equities, according to Wu.
Wu said that both portfolio managers are experienced and are well-resourced. She added that both firms have the largest equity and fixed income resources in China.
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