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.
Tag: China
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.
Low oil little benefit to China
Falling oil prices will not have a significant impact on China, according to Andy Rothman, investment strategist at Matthews Asia.
Chinese high yield bond valuation attractive
The volatility in Chinese high yield property bond has surged following the recent financial problems faced by troubled developer Kaisa Group, but the sell-off in bonds has made valuations attractive, according to Eastspring Investments.
Henderson replaces China fund manager
Henderson Global Investors has appointed Charlie Awdry as fund manager of the Henderson Horizon China Fund, replacing Caroline Maurer who is leaving to pursue other opportunities.
AXA IM granted QFII licence
AXA Investment Mangers has been granted a Qualified Foreign Institutional Investor (QFII) licence to invest into the China A-shares market.
China’s onshore HNWIs look offshore
Mainland high net worth clients are looking for A-share funds and offshore RMB-denominated products while showing increased interest in US exposure, according to Wing Lung Bank.
