AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
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AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
AllianceBernstein’s Hua Cheng explains why the firm is confident in the Chinese tech sector.
Policy support will be critical to help the country transition towards its ambitions of ‘new economy’ driven growth, according to some asset managers.
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
The wealth manger expects China tech stocks to prove resilient amid rising geopolitical risks.
The investment firm identifies three major trends for Chinese equities in 2022.
Inflation is not transitory, therefore investors should factor in inflation when constructing portfolios, according to the European fund manager.
Even with the most risk-adjusted investment strategy, unforeseen political risks are part-and-parcel of the investment process, FE fundinfo argues.
The firm has identified several stocks from four sectors as good opportunities, despite ongoing regulatory tightening.
Part of the Mark Allen Group.