The lead manager of Robeco’s $1.1bn Emering Markets Equity strategy shares his views on India, China and broader emerging markets with FSA.
Tag: Chinese equities
AllianzGI Global CIO Equity is bullish on China
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
AllianceBernstein’s Cheng: We’ve seen the bottom in Chinese tech
AllianceBernstein’s Hua Cheng explains why the firm is confident in the Chinese tech sector.
Policy support in China is ‘critical’ for investors
Policy support will be critical to help the country transition towards its ambitions of ‘new economy’ driven growth, according to some asset managers.
BlackRock is overweight select emerging markets
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
GAM: Foreign investors are ignoring China corporate earnings
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
UBS GWM bets on offshore Chinese equities
The wealth manger expects China tech stocks to prove resilient amid rising geopolitical risks.
CICC backs Chinese equities
The investment firm identifies three major trends for Chinese equities in 2022.
Amundi is bullish on Chinese equities
Inflation is not transitory, therefore investors should factor in inflation when constructing portfolios, according to the European fund manager.
FE fundinfo warns about China’s policy uncertainties
Even with the most risk-adjusted investment strategy, unforeseen political risks are part-and-parcel of the investment process, FE fundinfo argues.
