Allspring Global Investments’ multi asset team are also underweight the US dollar.
Tag: China equities
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
Asian equity funds overtake global markets
A rise in China, India and Taiwan markets has helped propel Asia ex Japan equity funds ahead of their global peers on a trailing six-month basis, according to data from FE fundinfo.
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
The FSA Spy market buzz – 4 October 2024
Schroders is hiring, Federated Hermes warns on PE exits, Fidelity thinks China is cheap, Pictet likes, gold and emerging markets, S&P 500 dividend woes, October’s volatility and much more.
UBP’s YT Kum: Fund selection is like marriage, you have to work on the relationship
UBP’s head of funds for North Asia tells FSA why fund monitoring is critical at the Swiss pure-play private bank.
Manulife: Asian fund distributors have been ‘fixated’ on two things
The firm is launching the Manulife Defined Return fund to address these two “fixations”.
Will the year of the dragon herald better times for China?
James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
LGT: It’s risky to be underweight China
Chinese assets are susceptible to a sharp rebound on the back of any positive news flow, according to the bank’s investment strategist.
Five top performing Asia ex Japan funds
FSA looks at five top performing Asia ex Japan funds available for distribution in Hong Kong and Singapore.
