Analysts at UBS Wealth Management and Eastspring Investments do not believe China is heading towards a lost decade like Japan in the 1990s.
Tag: China property
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.
Real estate cracks don’t erode China’s longer-term investment case
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Greg Hirt at Allianz Global Investors discusses the impact of difficulties in China’s property sector.
The FSA Spy market buzz – 18 August 2023
Anti-ESG fixed income, Citibank’s family office allocations, MPF names and retirement, Musk dumps Bitcoin, 10-Year treasury woes gather pace, McKinsey’s AI hype, Ferrari’s scarcity and much more.
Asian credit to reward investors for rest of 2023
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
High yield managers look beyond China property
High yield managers are looking instead at Macau gaming, Indian renewable energy and Indonesian corporate credits.
HSBC AM bets on Asian catch-up game
Both equities and fixed income in Asia are expected to be more attractive in the second half of the year.
Q&A: Ready for a reset in Chinese property
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week Jenny Zeng, chief investment officer for Asian fixed income at Allianz Global Investors, discusses China’s embattled property sector.
BNY Mellon remains cautious on Chinese equities
Given the strong US dollar and economic slowdown in developed markets, the outlook for emerging markets (EM) remains tricky, said BNY Mellon Investment Management (BNY Mellon IM).
AllianzGI backs Chinese stocks
The internet, property and energy sectors are likely to perform in the second half of this year, said the German asset manager.
