The bank has moved to an overweight on its China equities allocation from an underweight at the start of 2016 after selling India equities, said Tuan Huynh, chief investment officer and head of portfolio management for the wealth management division in Asia-Pacific.
Tag: China equities
Manulife AM: Commodity stocks sending signals
Kai Kong Chay, Greater China equities senior portfolio manager, said he is selectively buying cyclical Chinese commodity stocks.
China opportunities in commodity price rebound
Commodity price recovery presents an opportunistic play on some cyclical sectors such as Chinese upstream oil companies, said David Gaud, Edmond de Rothschild Asset Management’s senior fund manager and global investment specialist.
Value Partners: Make a killing in China
Value Partners Group chairman and co-CIO Cheng-hye Cheah said when events in Western civilisation create macro risk, investors either sit with cash or bet on markets like China.
JPM AM: China equity income theme finally takes off
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.
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.
