Investors in China’s technology sector should look beyond the flagship giants Baidu, Alibaba and Tencent, argues William Fong, director for Hong Kong China equities at Barings.
Tag: Baring Asset Management
Principal closes its BRIC fund
The Principal BRIC Emerging Economies Fund is among SFC-authorised funds to be terminated due to their small asset size.
A contrarian view on soft commodities
The agricultural sector has been in negative territory for five years, putting specific food and food input companies at attractive valuations, according to Baring.
Baring says oil rout way overdone
Negativity toward the oil sector is so widespread that the market is pricing in virtually zero growth, according to Baring Asset Management.
Fed inaction prompts Barings allocation moves
In view of the US rate hike that didn’t happen, Sonja Laud, head of multi-asset income at Baring AM, made some recent tactical allocations.
Morningstar fund reviews and re-ratings
Morningstar has issued its June analyst ratings and commentary for six funds available for sale in Asia, with several re-rated due to management changes.
Baring says to invest on the pullback in China
“In the very short term, the combination of profit-taking to invest in new issuance after the strong run we have seen [in indices] and the potential for tighter controls on margin financing could see a continuation of the market volatility we have seen in recent weeks,” Luo said. “After a very strong start to the […]
HK, China mutual recognition of funds to take off 1 July
The Securities and Futures Commission and the China Securities Regulatory Commission today said they have signed a cooperation pact for the initiative and agreed on the implementation principles. “The mutual recognition of funds initiative is a major breakthrough in the opening up of the mainland’s funds market to offshore funds,” the SFC’s chairman Carlson Tong […]
China opens door further by clarifying “beneficial ownership”
The mainland regulator posted an FAQ notice on its website stating that “investors are legally entitled to the rights and benefits of shares acquired through the northbound trading link. “Accordingly, the CSRC Stock Connect Rules have expressly stipulated that, in northbound trading, overseas investors shall hold SSE [Shanghai Stock Exchange] securities through HKSCC and are entitled to […]
Baring launches three Hong Kong-domiciled funds
Slated to officially launch on Thursday, 7 May, the three funds made in Hong Kong are the Baring European Equity Income fund, the Baring Greater China Equity fund and the the Baring Global Multi Asset Income fund. The European income fund, based on an existing Baring fund sold in Japan, was launched locally because of the […]