Anybody who says that China doesn’t have a credit problem is lying because when that much credit is pumped into the system there is no way that every single loan is a sound investment, according to Schroders’ head of Asian equities Singapore, Lee King Fuei.
Tag: Bonds
HK moves on `Bond Connect’ linkage with China
Hong Kong Exchanges and Clearing has outlined plans to push ahead with the introduction of the Bond Connect scheme.
HSBC PB sees squally markets ahead
Low bond yields and the irrelevance of the BRIC acronym are among the themes expected to shape investment in 2016.
2016: Navigating the bond market
The new year promises to be tricky for bond investors after the US Fed signaled an end to the era of ultra low rates in December.
London & Capital remains a China bull
Philippe Legrand, co-founder of the wealth management firm in Hong Kong, reveals two recent fund selections that underscore his asset class views going into 2016.
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.
China This Week – 2 October 2015
A roundup of the week’s asset management industry news from mainland publications.
Fed has good reason to hike rates by December
Ken Leech, Western Asset Management’s CIO said that while accommodative monetary policy is critical in the current climate of weakened demand, the US Federal Reserve has a good reason to hike interest rates before the end of the year.
Pictet builds cash holdings
Pictet Asset Management is reducing equity exposure and raising cash holdings as the expected US rate hike approaches.
CSOP to launch China bond ETF in Europe
Despite strong mainland market volatility, China-based CSOP Asset Management expects to launch its first onshore fixed income ETF in Europe, said Melody He, head of capital markets.
