Sentiment has turned positive towards several asset classes despite continuing reasons for caution, according to Last Word Media research.
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Sentiment has turned positive towards several asset classes despite continuing reasons for caution, according to Last Word Media research.
Corporate earnings growth and government policies support Chinese equity allocations, the UBS CIO advises its wealthy clients.
Inefficiencies in China’s onshore equity markets give quality-focussed foreign investors an edge, according to leading fund managers.
This week FSA presents a quick comparison of two China equity products: the Aberdeen Standard SICAV I China A Share Equity Fund and the CSOP FTSE China A50 ETF Fund.
Despite caution about the macroeconomic outlook, Asia fund selectors have a positive tilt to some key risk assets, according to Last Word Media research.
Bill Maldonado, chief investment officer at HSBC Global Asset Management, has questioned defensive strategies as these names have become expensive in the last 12 months.
This week FSA presents a quick comparison of two China equity products: the First State China Growth Fund and the UBS (Lux) Equity China Opportunity Fund.
Returns seem to be a better guide than volatility when it comes to selecting a risk-adjusted China equity fund.
Many Chinese banking, construction and property stocks are trading at deeply discounted prices, according to Gam Investments.
The strategy seeks investments in specific China stocks, regardless if the companies are listed onshore or offshore.
Part of the Mark Allen Group.