The consumer sector in developed markets is liable to be “the incremental driver of growth” in 2016, Fidelity International said.
Tag: China
SLI: China’s higher fiscal target to dent growth
While there is little room for significant increase following last year’s fiscal expansion, monetary policy will continue to play a part in China.
Chinese education stocks offer opportunity amid continued volatility – Matthews Asia
Volatility will continue in China, but certain aspects of structural growth are still creating good investment opportunities, argued Yu Zhang, lead manager of the Matthews China Dividend Fund.
China sees 4x surge in fintech funding
Interest is in robo-advisors and blockchain-enabled capability around asset management, according to a KPMG report.
Don’t expect a China-led commodities rebound: GAM
China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.
HSBC GAM bullish on China’s IT sector
The firm expects that China’s development plan for the next five years will benefit the the IT sector.
Bond indices to change after China’s opening
The opening of the Chinese bond market could significantly change the composition of key global bond indices, according to Nicolas Jaquier, SLI’s economist for emerging market debt.
Fitch warns on China’s wealth management products
The sharp increase in wealth management products to $3.6trn raises credit and liquidity risks at Chinese banks, the ratings firm said.
Study: China the source of global financial shocks
Advanced economies have become the net receiver of market shocks while China and other emerging markets have turned into the sources, according to an IMF working paper.
Mercer sees ‘alpha tilt’ among investors
The tilt from beta to alpha products has become a dominant theme among institutional investors in Asia, according to Mercer’s Adeline Tan, head of investment advisory in Hong Kong.
