M&G China will select stocks from a universe of 300 Chinese companies.
Tag: China
The FSA Spy market buzz – 16 August 2024
DWS adds to China, Electric vehicle sales in China soar, OCBC’s recommended funds, Seeing through the doom and gloom, VIX gyrations, Spending like a drunken senator, Advertising and much more.
Copper not spared from global sell-off
Fundamentals still favour copper prices in the long run, but overly bullish calls for high copper prices could disappoint.
The FSA Spy market buzz – 2 August 2024
Sustainable short duration, Gold vs bonds over 50 years, BNP Paribas AM and Axa IM, Schroders’ strong performance, Educational cost pain, Scary smart books, Bouncy markets, the death of ESG and much more.
The FSA Spy market buzz – 26 July 2024
BlackRock loves manufacturing, Small cap renaissance, Entropy in markets, Silver bugs and their fanaticism, China’s windy electricity, Life in cartoon, Ancient wisdom, Advertising and much more.
GAM partners with HK alts specialist Sun Hung Kai
The strategic alliance aims to enhance GAM’s distribution in Greater China.
UBP: A global cyclical recovery should benefit China
The Swiss private bank is bullish on Chinese and US equities.
The top Asia ex-Japan funds of H1 2024
FSA highlights the best performing Asia ex-Japan funds during the first half of 2024.
UBS AM: Asia high yield set to continue recovery
The Asian credit universe is more diversified and balanced in terms of sector and country exposures, says UBS AM.
M&G’s Samarth: ‘Disaster myopia is something that is at play right now’
Gautam Samarth, deputy manager for the M&G Episode Macro strategy, explains how the market is being cavalier about tail risk events.