Despite caution about the macroeconomic outlook, Asia fund selectors have a positive tilt to some key risk assets, according to Last Word Media research.
Tag: China equities
Stay with China equities, says CIO
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.
China Top Trumps – China equities
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.
Asymmetry of risk and returns among China funds
Returns seem to be a better guide than volatility when it comes to selecting a risk-adjusted China equity fund.
Is there a value trap in Chinese equities?
Many Chinese banking, construction and property stocks are trading at deeply discounted prices, according to Gam Investments.
Schroders readies ‘all China’ product in HK
The strategy seeks investments in specific China stocks, regardless if the companies are listed onshore or offshore.
Asia’s fund selectors prefer home-based assets
Data collected by Last Word Research shows support for Asian bonds and equities, although concerns persist about the macroeconomic outlook.
Video: TT International on China equities
China’s A-share companies are courting foreign investors after the recent index inclusion, says Marco Li, manager of the TT China Focus Fund.
China Top Trumps – China equities
This week FSA presents a quick comparison of two China equity products: Allianz China A-Shares Fund and the China AMC China Opportunities Fund.
Value Partners hunts inside specific sectors
Facing China’s headwinds, the firm is positive on value plays in three equity sectors that have been beaten down.
