42% of fund selectors rank China as their top concern compared with 21% globally, according to Natixis Investment Managers’ survey.
Tag: China reopening
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
Editorial Board Insights: Song Sheng Harn 2023
In our latest edition of Editorial Board Insights, Fund Selector Asia caught up with Song Sheng Harn, vice president at UOB Private Bank, to discuss investment strategies for 2023.
High yield remains a ‘concern’ for Janus Henderson’s Blackbourn
Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
PineBridge ‘not surprised’ by China’s fading reopening
PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.
Asian fixed income and equities show promise – HSBC AM
The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
DWS downgrades outlook on emerging market stocks
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Is China’s recovery going to plan or will it drag the global economy down this year?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm.
