The firm expects that China’s development plan for the next five years will benefit the the IT sector.
Tag: China
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.
BOS warns on China credit bubble risk
Bank of Singapore joins the chorus of analysts warning that China’s private sector credit-to-GDP ratio is now over 200%.
SLI: China risks overplayed
Chinese authorities face tough choices, but a full blown financial crisis is unlikely, said Alex Wolf, emerging markets economist for Standard Life Investments.
China has a credit problem and it knows it
Anybody who says that China doesn’t have a credit problem is lying because when that much credit is pumped into the system there is no way that every single loan is a sound investment, according to Schroders’ head of Asian equities Singapore, Lee King Fuei.
Schroders joins voices warning on China’s currency
The firm said it is “increasingly clear” it is likely the RMB will fall, bad debts will rise and A-shares markets will drop.
Head of China’s CSRC removed
Xiao Gang, head of the China Securities Regulatory Commission, has been replaced after overseeing a period of wild swings in China’s domestic markets.