An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.
Tag: China
AXA IM: Chinese equities are not cheap anymore
Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.
Asia markets brace for higher tariffs
The resilience of Asian domestic economies could withstand higher trade tariffs, say market strategists.
Chartwell Capital partners with Japan’s SPARX Group
Hong Kong-based investment firm Chartwell Capital has entered into a strategic partnership with SPARX Asia Investment Advisors Limited.
Active China equity funds lag amid breakout month
Some of the biggest actively managed China equity funds have not kept up the pace with the rally in Chinese markets year-to-date.
These China ETFs are outpacing the S&P 500 year-to-date
A handful of ETFs tracking Chinese equities are outpacing the S&P 500 index year-to-date after breaking out of multiyear lows.
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
AllianceBernstein’s Hogbin: ‘We’ll still be talking about cash on the sidelines a year from now’
AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
The FSA Spy market buzz – 18 October 2024
Defence ETFs for a dangerous world, Water, water everywhere but not a drop to drink, Bloomberg economists miss the target, Pictet on the US election, Gold in Hong Kong, Hang Seng blues and much more.
