VAM Funds believes China’s clean energy sector is poised for high growth over the next five years, driven by increasing consumption and government initiatives, said Martina Turner, lead portfolio manager.
Tag: China
OMGI 2015 outlook
China has some juicy catalysts that could drive the mainland markets, which currently have companies with cheap valuations, according to Old Mutual Global Investors.
China takes pole position
It was Mark Twain who said “facts are stubborn, but statistics are more pliable”. I wonder what his take would be on the latest figures from the IMF which says his beloved America is now number two.
Schroders on China 2015
China’s economic growth is seen moderating further, but long-term opportunities are present across a variety of industries particularly driven by the consumption theme, said Louisa Lo, head of Greater China equities at Schroders.
Beginning of rate easing cycle in China
Recent interest rate cuts by Chinas central bank marks the beginning of a rate easing cycle, which will have positive implications for Chinese equities, writes Victoria Mio, chief investment officer and fund manager of Robeco Chinese Equities.
Baring AM awarded RQFII licence
The RQFII licence will allow Baring Asset Management direct access to mainland Renminbi-denominated equity and fixed income securities.
Buying bad EM stories
The emerging markets story about billions of people growing wealthier and adopting Western consumption patterns has sent valuations soaring, and it’s better to buy bad companies that can improve, argues Robert Secker, investment specialist at M&G Investments.
China interest rates cut
In an unexpected move late Friday, China cut interest rates for the first time in over two years in an effort to drive economic growth.
US and EM valuation split
A large valuation gap between emerging markets and the US is mainly sentiment-driven, creating opportunities to selectively pick next-cycle winners, said Joshua Crabb, head of Asian equities at Old Mutual Global Investors, who was plucked from BlackRock in September.
Absolute return appetite emerging
Volatility in global markets has nudged private bank clients toward absolute return type funds, said Edmund Yun, executive director, head of investment for Asia at BMO Private Bank.
