Reform-minded governments in the largest Asian economies are driving a change in mindset, which is going largely unnoticed by the global investment community, said Ajay Dayal, investment director at Legg Mason Global Asset Management.
Tag: China
Cerulli on China smaller funds
The China Securities Regulatory Commission’s is cracking down on small “zombie funds”, but a rash of fund terminations remains unlikely, according to Cerulli Associates.
Hearing date set for Moodys Red Flag report
A September court date has been set to review Hong Kong’s disciplinary decision against the ratings agency for publishing a report that warned about risks at listed Chinese companies.
HSBC Global AM upbeat on Chinese equities
China is the cheapest market in the world in terms of valuations, according to HSBC Global Asset Management, which is generally bullish on Asian equities this year.
Asia ex-Japan funds 2014
Investments in the Indian and Chinese markets helped the top performing Asia ex-Japan equity funds to boost their returns in 2014.
VAM Funds taps China’s clean energy sector
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.
China’s great re-rating
Reforms in China will deepen in 2015, spurring a re-rating of the market and creating prime opportunities to invest in emerging industry leaders, said Mansfield Mok, senior fund manager, China equity, at EFG Asset Management.
VAM fund manager taps China energy
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.
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.
