Traditional and new companies alike strive to innovate as a way to stand out in China’s new-look economy. This is where T Rowe Price portfolio manager Wenli Zheng finds investment opportunities.
Tag: China
Has China become less tech after GICS changes?
IT will only account for 3% of the MSCI China Index following the GICS reclassification.
Chinese banks to benefit from trade war, says UBP
Trade tensions between China and the US will not hit equities across the board, according to Union Bancaire Privee (UBP) chief investment officer, Norman Villamin, who advises allocating to beneficiaries of reflation policies.
What is common among fast-growing fund houses in Asia?
One of the key elements Mckinsey & Company finds among fast-growing global asset managers in the region is a clear strategy on how to enter China.
Northbound MRF sees $480bn in 2018 outflows
Northbound funds under the Mutual Recognition of Funds (MRF) scheme continue to see outflows, although more asset managers plan to sell Hong Kong-domiciled funds on this platform, according to China’s financial regulators.
SSGA receives $2bn in RQFII quotas
In total, seven firms in August became first-time recipients of China’s quota programme, allowing them to invest in the onshore markets.
Video: Franklin Templeton on China’s real opportunities
Beyond the noise, innovative EM companies are taking market share from developed market rivals, says Alistair MacDonald, vice president and institutional portfolio manager for emerging market equities.
Global index providers pull in more A-shares
MSCI plans to expand inclusion to smaller China stocks and mid-caps, while UK-based FTSE Russell announced its own additions.
China fund distribution is not only via banks
The handful of global managers with private fund management licences compete against 23,000 domestic players. How can they reach more investors?
Investec brings China fund to Malaysia
The firm has partnered with Kuala Lumpur-based TA Investment Management to launch its China-focused equities fund, which is up 70% over three years.
