Morningstar data shows that 15 funds available for distribution in Hong Kong and Singapore were exposed to China’s troubled property sector at the start of the year.
Tag: China property
China property market downturn is only half-way done: Amundi
The French asset manager expects to see home prices continue to decline in China.
LGT: It’s risky to be underweight China
Chinese assets are susceptible to a sharp rebound on the back of any positive news flow, according to the bank’s investment strategist.
China’s consumption will drive growth in 2024: BNP Paribas
There is a silver lining to the country’s property market slump, says BNP Paribas’s chief China economist Jacqueline Rong.
The best and worst performing funds and sectors of 2023
Crypto, semiconductor and technology funds were the top performers last year.
GAM: Foreign investors are ignoring China corporate earnings
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
Apac real estate investment is under pressure despite economic recovery, report finds
Japan is an exception, where funds say it is the only Apac market where deals can be underwritten on a conventional basis.
China’s stimulus starts to take effect, latest GDP figure shows
Investment firms are encouraged by China’s latest Q3 GDP figures, which came in at 1.3% quarter over quarter versus 0.5% in Q2.
Will there be a ‘Japanification’ of China?
Analysts at UBS Wealth Management and Eastspring Investments do not believe China is heading towards a lost decade like Japan in the 1990s.
China weakness paves way for selective upside
A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.