China

MOST VIEWED

Managers start to flag rising US-China tensions

Tariff escalation and alleged espionage by China are raising significant concerns for Value Partners, JO Hambro and UBP.

Mobius poaches from Franklin Templeton for new firm

Mobius: US-China trade conflict to get ‘nasty’

Eternal EM optimist Mark Mobius sees a worsening of the US-China trade war in the short-term and downward pressure on the RMB.

Asset Class in Focus | 16 Oct 18

BEA Union bond manager wary of rate hikes

With 61% of her fund’s portfolio in China corporate bonds, Pheona Tsang, head of fixed income at BEA Union Investment, is monitoring rising US interest rates and the impact on Asia bonds.

MSCI set to add 200 China onshore stocks

China’s spying activities threaten tech giants

Recent tech valuations have the potential to plummet 95%.

Asset Class in Focus | 11 Oct 18

How T Rowe Price approaches China small-caps

Traditional and new companies alike strive to innovate as a way to stand out in China’s new-look economy. This is where T Rowe Price portfolio manager Wenli Zheng finds investment opportunities.

Asset Class in Focus | 11 Oct 18

Has China become less tech after GICS changes?

IT will only account for 3% of the MSCI China Index following the GICS reclassification.

Asset Class in Focus | 8 Oct 18

Chinese banks to benefit from trade war, says UBP

Trade tensions between China and the US will not hit equities across the board, according to Union Bancaire Privee (UBP) chief investment officer, Norman Villamin, who advises allocating to beneficiaries of reflation policies.

What is common among fast-growing fund houses in Asia?

One of the key elements Mckinsey & Company finds among fast-growing global asset managers in the region is a clear strategy on how to enter China.

China equity: A case for active management?

Northbound MRF sees $480bn in 2018 outflows

Northbound funds under the Mutual Recognition of Funds (MRF) scheme continue to see outflows, although more asset managers plan to sell Hong Kong-domiciled funds on this platform, according to China’s financial regulators.

SSGA receives $2bn in RQFII quotas

In total, seven firms in August became first-time recipients of China’s quota programme, allowing them to invest in the onshore markets.

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4. How to compete in a concentrated ETF market

5. Asia’s managers sweat it out in Europe