According to Herberts, China’s stock market is exhibiting signs of being in bubble territory as investors flock to get a piece of it. “With China having enjoyed a significant bull run recently, is the bubble about to burst?” he asked. “The Shenzhen and Shanghai markets have more than doubled in a year, and the Shenzhen […]
Tag: China
HEAD-TO-HEAD: BlackRock Asian Dragon vs Investec Asian Equity
Further easing measures are expected as current economic indicators in China have not improved, AXA Investment Managers and Schroder said recently. Separately, Schroder’s recently cautioned on the overheating in China’s market while BlackRock said it would prefer a selective investment approach following the surge in A- and H-shares. In India, managers like Franklin Templeton said they expect Indian markets to rise as […]
BNY Mellon puts forward a provocative scenario
Don’t blindly accept the IMF’s “new mediocre” era of “low growth for a long time”. The synchronisation of rising economic growth in the US, China, Japan and India remains a plausible event, according to the bank’s research. BNY’s “G4 scenario” assumes that Japan’s average annual GDP growth is 2% for the remainder of the decade, […]
A-share inclusion in the MSCI could drive foreign capital inflow
“The economy is slowing, but what is interesting is if you look at China’s contribution to global growth, and then you look at China’s weighting in the MSCI World Index, then there is a huge under-representation of China,” Yeung said in an interview with Fund Selector Asia. China has less than 3% representation in the […]
Finding cold stocks in a hot region
AB likes to uncover cheap stocks that are out of favour, according to Stuart Rae, chief investment officer of Asia Pacific ex-Japan equities.
What drives China’s A-shares?
Investing in cheap, high momentum or low volume equities, tactics that deliver a premium in developed and many emerging markets, does not show the same result in China’s A-share market, said Sunny Ng, head of portfolio strategists for Asia ex-Japan at State Street. According to State Street research into A-Shares, which was in the Journal […]
Chinese banks ink lending arrangement for Russian companies
The idea is to match Chinese credit institutions with high-quality Russian issuers. RDIF and RCIF are exploring an arrangement that would allow Chinese banks to increase the limits on loans and improve access to currency funding for both Russian and Chinese creditworthy companies, the firms said in a joint statrement. Hu Bing, President and co-CEO […]
Is a major correction coming in the China market?
Schroders became the second firm in a week to warn on China’s overheating market after BlackRock said it would be selective and continuously flexible in terms of sector picking and choosing between A-and H-share stocks. Emerging-market assets could be impacted when the US Federal Reserve hikes interest rates, according to a recent research note from […]
Hot China equities prompts sector caution
The loosening of regulations to allow local mutual funds to invest through the southbound train of the Shanghai-Hong Kong Stock Connect led to a surge in Hong Kong share turnover in early April. “We would be selective and continuously flexible looking forward, in terms of sector picking and choosing between A-and H-share investment opportunities,” said […]
Is the Stock Connect fuelling a pan-Asian bull market?
Following the investor enthusiasm and record turnover sparked by the Hong Kong-Shanghai Stock Connect, other market linkages such as the upcoming Shenzhen and Hong Kong Connect, are in the works. Singapore and Taiwan have plans to link their stock markets in July, regulators have said publicly. The China Securities Regulatory Commission said it was studying […]
