William Yuen, co-manager of Invesco’s PRC Equity Fund, discusses long-term investing in the China market.
Tag: China equities
Amundi joins the China chorus
The firm has become `reasonably constructive’ on mainland equities after multiple years of underweighting China, according to Romain Boscher, global head of equities, based in Europe.
Investing in China exporters – plus and minus
Fund managers share their views on investing in Chinese exporters, who could be hit by trade protectionism or benefited by a falling RMB.
Fund managers pick China asset classes for 2017
Blue chips in Hong Kong and some A-shares look attractive given the southbound capital flows via Stock Connect and as the MSCI makes a decision on inclusion in June, according to fund managers.
HSBC PB equity targets: low exports, high earnings
Domestic consumption and services companies in China, India and Indonesia are attractive as potential trade barriers loom, said Fan Cheuk-wan, HSBC Private Bank head of investment strategy in Asia.
Amundi EM overweight is China equities
China risk scenarios have low probability in 2017 and valuations are among the most attractive in the region, according to Anthony Ho, Amundi Asset Management’s deputy CEO for North Asia and chief investment officer for Asia ex-Japan equities.
OMGI ‘s Crabb overweight Chinese equities
The new US president’s anti-trade agenda is a risk that is overblown in regards to China, according to Joshua Crabb, Old Mutual Global Investors’ Hong Kong-based head of Asian equities.
Deutsche Bank WM overweights China equities
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.
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.
