One of the biggest mistakes of Hui Tai, Hong Kong-based managing director and Asia chief investment strategist at JP Morgan Asset Management, was underestimating the US economy.
Tag: China equities
Managers bet on Chinese consumers in 2019
Premium brands that tap the service and lifestyle-led demand of mainlanders are expected to lift China-focused portfolios in the next 12 months, according to industry sources.
ASI: Fasten seat belts for 2019
Get set for stronger volatility in 2019, warns Aberdeen Standard Investments’ head of global strategy Andrew Milligan, who has some ideas for the ride through the storm.
China equity funds collapse in October
Investors had no place to go but down in October. Which China funds fared the best and worst?
Video: Matthews Asia on Asia equities
Negative headline news about China has resulted in good A-share companies trading at low valuations, says Robert Horrocks, chief investment officer and portfolio manager.
Asia’s fund selectors like slumping Chinese equities
In the next 12 months, research suggests that allocations to China equity funds will be up while US and European equity product exposure will decrease, according to data collected by FSA.
HEAD-TO-HEAD: Jupiter vs Matthews Asia
FSA compares the Jupiter China Select Fund and the Matthews Asia China Dividend Fund.
Blackrock downgrades China equities
The firm has reduced its China equities position amid slower growth and rising trade tensions with the US, according to Wenjie Lu, China investment strategist.
HEAD-TO-HEAD: Blackrock vs UBS AM
FSA compares the BGF China Fund and the UBS (Lux) China Opportunity Fund.
Vanguard: A soup of China’s share classes is best
Investing across all share classes within the Chinese equities universe will provide more diversification benefits for investors, argues Cyrus Mui, Hong Kong-based head of product research for Asia at Vanguard.