Supportive policies and undervaluation will boost prices in both markets, it argues.
Tag: A Shares
Eastspring identifies A-share opportunities
The Covid-19 outbreak has significantly impacted the Chinese economy, but it is unlikely to undermine the country’s structural drivers, according to Eastspring Investments’s China equities CIO.
Value Partners favors China’s new economy equities
Despite headwinds in China’s tech industry, the firm has a tilt toward internet, healthcare, 5G and electronic component makers.
Value Partners bullish about A-shares
The next decade will be a golden period for investing in China equities, according to Value Partners.
S&P begins A-share inclusion
Following the MSCI and FTSE, S&P has released a list of A-shares to be included on its EM index, building momentum for passive inflows.
Foreign inflows spark ESG interest in China
A-share inclusion on major indices has led to interest among Chinese businesses in improving the ESG profile, according to Robeco.
China Post Global to launch smart beta in Europe
China Post & Capital Global Asset Management plans to launch Europe’s first A-shares smart beta ETFs later this year, and possibly launch them in Asia, said London-based managing director Danny Dolan.
China Top Trumps – Chinese A-shares
It’s Allianz vs Open Door in a quick comparison of two Chinese A-share funds.
Schroders sells China offshore and buys onshore
The firm’s China-focused portfolio has been taking profits from offshore-listed equities and increasing exposure to both A-shares and mainland bonds in the past few months, said Ricky Tang, Schroders multi-asset product manager.
MSCI A-share inclusion a small first step
Largely within expectations, the MSCI will add Chinese A-shares to its emerging markets indices starting in May next year – a symbolic rather than impactful move in the short run.
