China should be treated separately from both developed and emerging markets, according to Blackrock Investment Institute (BII).
Tag: China
Fidelity targets China and tech exposure
Selected China A-shares and tech names will enable investors to weather inevitable bouts of higher inflation, geopolitical tensions and a strengthening US dollar, says Fidelity.
Deutsche Bank backs North Asia equities
Investors should be allocating to Asia ex-Japan equities rather than developed market stocks over the next six- to 12-months, according to Deutsche Bank International Private Bank (IPB).
Blackrock bets on Asia recovery
Risk assets in the region will be supported by structural trends and a cyclical upturn, according to the US fund manager.
DWS bullish on Asia earnings growth
The asset manager’s CIO expects emerging Asia to be the most promising investment region over the next 12 months and longer term.
Look to India and China for uncorrelated assets
With a gain of 6.1% – the MSCI India Index was the top performer in May
China QDII quotas surge
A record issuance of outbound investment allowances supports overseas diversification preferences among mainland Chinese investors.
Capturing Asian alpha
The region’s comparatively early economic recovery from Covid-19 offers pockets of opportunity for investors, says UBS Asset Management (UBS AM).
Quality counts for investors in Chinese stocks
Despite regulatory and geopolitical headwinds, investors should focus on fundamentals and target industry leaders in key sectors set to seize on the volatility, says Aberdeen Standard Investments.
JPMAM turns cautious on Asia stocks
The asset manager sees several headwinds facing Asian equity markets.
