As GDP growth slows, previously tight Chinese companies are starting to pay or increase dividends, according to Lilian Leung, portfolio manager at JP Morgan Asset Management.
Tag: China equities
UBS AM says Tencent story only beginning
The example of Tencent shows that expensive valuation and great performance can co-exist, said Bin Shi, China equities strategies lead portfolio manager at UBS Asset Management.
Aviva Investors and Hermes avoid China
Concern over credit quality and liquidity as well as transparency issues are barriers to investing in China fixed income and equities, the managers said.
UBS prefers equities to bonds
The bank has tactical overweight positions on equities and prefers US equities relative to high-grade bonds.
UBS likes defensive sectors for China equities
A-shares have been range bound, but supply-side reform progress and the expected link between the Shenzhen and Hong Kong markets present tactical opportunities, the bank said.
GS sticks with `new economy’ theme
Goldman Sachs AM said it is underweight state-owned enterprises despite planned SOE reforms.
HSBC sees higher chance of MSCI A-share decision
The June 14 decision by the index provider could send fund flows of $25bn into China’s markets, according to Stephen Kam, senior product specialist for Asian equities at HSBC Global Asset Management.
Blackrock buys China’s `old economy’ stocks
In a contrarian view, Andrew Swan, Blackrock’s head of Asian equities, expects cheaper old economy stocks to benefit from supply-side reforms.
Funds in Asia see huge Q1 outflows
Around $39bn fled funds in Asia during Q1 this year, and one asset class took an enormous hit, according to data from Strategic Insight.
Investors ready to grab undervalued Chinese stocks
Despite the volatility in Chinese equity markets this year, industry sources say that they still like China – both from a regional and global context.
