Enthusiasm for investing in China has never been higher than in 2017 and fears of a slowdown have largely receded from public discourse. But have investors taken their eye off the region just when it matters most?

Enthusiasm for investing in China has never been higher than in 2017 and fears of a slowdown have largely receded from public discourse. But have investors taken their eye off the region just when it matters most?
Man Investment Management (Shanghai), Man Group’s wholly foreign-owned enterprise (WFOE), registered the first hedge fund via the private fund management (PFM) licence route.
Hong Kong’s equity market is likely to see a slowdown in mainland investment next year due to some new regulations and the proposed US tax reform could hit the technology sector, said Victoria Mio, co-head of Asia-Pacific equities and chief investment officer for China at Robeco.
ICBC AM has partnered with CSOP Asset Management to advise on ETF development and distribution.
Positioning for 2018, Value Partners has taken an overweight in bonds of under-researched Chinese small banks with a credit rating of B and below.
The firm intends to launch its first onshore fund and apply for a qualified domestic limited partnership (QDLP) licence, according to Mark Li, Shanghai-based general manager and head of China sales at Fullerton Investment Management (Shanghai).
Environmental and clean-technology companies in China are likely to be good bets as Chinese authorities increase spending to address alarming environmental problems, according to East Capital.
China’s increasingly complex financial system “has sown financial stability risks”, and high yield products from asset managers are part of the problem, the IMF said in its recent report.
Aberdeen Standard Investments joins UBS AM, Fidelity and a handful of others with concrete plans to launch an onshore China fund after being granted a private fund management (PFM) licence by the Asset Management Association of China.
Blackrock, Rongtong and KB Asset Management were among the firms that received RQFII or QFII quotas in November, according to records from China’s State Administration for Foreign Exchange.
Part of the Mark Allen Group.