BlackRock said it sees mainland equity markets becoming more volatile as the country takes further measures to address the slowdown in economic growth.
Tag: China
Bearish on China fixed income
Government figures don’t reflect the true economic slowdown, which is closer to 5%, and more defaults may occur than in the past, according to Nicolo Carpaneda, investment specialist at M&G Investments.
Asia investment grade looks attractive
Aviva Investors is cautious on investment grade credit spreads in Asia in the short term, but has a more constructive view on the asset class in the medium term given attractive valuations.
Fierce competition to retain managers in China
Strong growth in China’s $3.9trn asset management industry has resulted in heated competition and challenges in retaining investment talent, according to Cerulli Associates.
Plenty of avenues in volatile China
China’s equity markets are expected to be volatile, but opportunities can still be found in select sectors, said Helen Zhu, head of China equities at BlackRock.
Matthews Asia on China policy easing
The Chinese government is unlikely to provide a meaningful stimulus this year to offset China’s slowing GDP growth, according to a contrarian view by Andy Rothman, investment strategist at Matthews Asia.
China equity market rerating Baring
Baring Asset Management sees the potential for a re-rating of the Chinese equity markets after the Chinese New Year holidays.
Europe will surprise to the upside
The Liechtenstein-based bank makes contrarian calls on Europe and China equities because institutional cash holdings remain high, risks are already priced in and growth drivers are clear.
China’s equity market set for a re-rating: Baring
Baring Asset Management sees the potential for a re-rating of the Chinese equity markets after the Chinese New Year holidays.
Investec stock connect in Lux range
Investec Asset Management has become one of the first companies to utilise the Shanghai-Hong Kong Stock Connect programme within a Luxembourg domiciled UCITS fund range.
