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.
Tag: China
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.
High yield China CoCo bonds require caution
Chinese banks are offering contingent convertible bonds that can provide yield similar to high yield property products, but carry commensurate risk that isn’t always obvious, said Martyn Simpson, principal at Mercer in Singapore.
HSBC China multi asset fund
HSBC Global Asset Management is launching a multi-asset China-focused fund that will partly invest through the Hong Kong-Shanghai stock connect.
Investec granted RQFII licence plans China funds
Investec Asset Management has been awarded an RQFII licence to invest directly into China’s mainland markets, and will launch two new funds focusing specifically on the region.
