François Perrin, a portfolio manager at East Capital, says China’s environmental companies have outperformed their global peers and are insulated from the direction US policy takes.
Tag: China
China meltdown `very unlikely’: Lombard Odier
China’s debt-to-GDP increased to 250% in the first quarter this year from 154% in 2008. But the firm believes the picture is not as bad as it seems.
Fixed income robo-advisor eyes China market
Bondit, a fixed income-focused B2B robo-advisor, aims to capture the growing demand for China bonds over the medium term by partnering with mainland financial data provider Wind Info.
Vanguard granted WFOE license to run onshore money
The world’s second largest asset manager has been approved to set up an investment management wholly foreign-owned enterprise (WFOE) in Shanghai.
What China’s debt pile and ’80s England have in common
There are a number of parallels to be drawn between the current debt overhang in China and 1980s Britain, particularly in the northeast, said Matthews Asia chief investment officer, Robert Horrocks.
`Trump is a businessman’, China reasons
Despite slamming the country as a trade “cheater” and “currency manipulator”, Donald Trump has not received a rough response from state-run media.
China should brace for US election fallout, say AMs
The Chinese press has been remarkably quiet on the new US president, but asset managers are weighing in on what they see as the negative impact of Trump’s protectionist views.
China is world’s biggest macro risk, say Europe’s fund selectors
Though US presidential elections are approaching fast and Brexit uncertainty is still riding high, China is the biggest macroeconomic risk right now, according to fund selectors attending the recent Expert Investor forum in Barcelona, organised by FSA’s sister publication Expert Investor.
Robeco sets up team in China
The advisory type wholly foreign-owned enterprise (WFOE) structure allows the Dutch asset manager to conduct on-the-ground research on A-shares and service institutional clients.
China – the source of fintech disruption?
Disruption of the fund industry through fintech is likely to come from mainland China, according to ICI Global.
