FSA looks at the top performing funds of the previous two Chinese equity bull markets
Tag: China
HSBC AM favours Asia as a source of diversification
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
GAM: Foreign investors are ignoring China corporate earnings
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
The FSA Spy market buzz – 24 November 2023
Fidelity Mutual conversions gather pace, Lithium’s shocking fall, NFTs come back from the dead, Fast cars and underperformance, Doing national service in China, Big three dominance fades and much more.
Asian assets could reprice as they decouple from the west: Allianz GI
As Asian inter-regional trade increases, lower currency volatility could cause Asian assets to reprice, according to Allianz GI’s CIO of Asia Pacific fixed income Jenny Zeng.
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
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.
The top funds in the best performing equity market in Asia
FSA looked at the top performing funds within the best performing equity market region of the last three years.
Small-cap Asian funds outperform year-to-date and over five years
FSA looks at the Asia Pacific ex-Japan funds that have outperformed both year-to-date and over five years.
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.
