Midea Group, Agricultural Bank of China and Kweichow Moutai are three companies held predominantly in well-performing China equity funds, while Tencent Holdings is held by many poor performers.
Tag: China equities
HEAD-TO-HEAD: Fidelity vs UBS
FSA compares the Fidelity China Focus Fund and the UBS China Opportunity Fund.
How do China funds perform over the long-term?
Over a ten-year period, GAM and UBS funds are the standouts but First State is exceedingly well represented, according to FSA research.
China-focused Open Door IM eyes banks
Chris Ruffle, co-founder of growth investor Open Door Investment Management, talks about the MSCI decision, Chinese banks, as well as thematic opportunities in the A-share market.
Staying on course in China’s volatile market
William Yuen, co-manager of Invesco’s PRC Equity Fund, discusses long-term investing in the China market.
Amundi joins the China chorus
The firm has become `reasonably constructive’ on mainland equities after multiple years of underweighting China, according to Romain Boscher, global head of equities, based in Europe.
Investing in China exporters – plus and minus
Fund managers share their views on investing in Chinese exporters, who could be hit by trade protectionism or benefited by a falling RMB.
Fund managers pick China asset classes for 2017
Blue chips in Hong Kong and some A-shares look attractive given the southbound capital flows via Stock Connect and as the MSCI makes a decision on inclusion in June, according to fund managers.
HSBC PB equity targets: low exports, high earnings
Domestic consumption and services companies in China, India and Indonesia are attractive as potential trade barriers loom, said Fan Cheuk-wan, HSBC Private Bank head of investment strategy in Asia.
Amundi EM overweight is China equities
China risk scenarios have low probability in 2017 and valuations are among the most attractive in the region, according to Anthony Ho, Amundi Asset Management’s deputy CEO for North Asia and chief investment officer for Asia ex-Japan equities.
