Even with the most risk-adjusted investment strategy, unforeseen political risks are part-and-parcel of the investment process, FE fundinfo argues.
Tag: Chinese equities
Morningstar likes China consumer and utility sectors
The firm has identified several stocks from four sectors as good opportunities, despite ongoing regulatory tightening.
China equities buttressed by tech theme
Multi-year trends will support Chinese equity prices and provide a buffer against rising Sino-US tensions, according to JP Morgan AM’s Joanna Kwok.
Louis Vuitton sales not about China’s growth, T Rowe says
Eric Moffett, whose fund has a high allocation to China equities, discusses distorted views about China’s consumers.
AB manager sticks with Chinese equities
‘Beaten up’ China and Korea equities account for 2/3 of Stuart Rae’s portfolio.
Investec rides with China equity bulls
The volatile Chinese equity market provides a ‘precious opportunity’ for investors, according to portfolio manager Wenchang Ma.
Take profits in Chinese equities, Deutsche Wealth says
The bank has become increasingly cautious on the asset class due to concerns driven by the trade dispute.
High conviction China fund aimed at long term
In Xingtai Capital’s highly concentrated China fund, the top ten account for 60% of the portfolio, which holds only 20-30 positions.
Deutsche Wealth defends plunging Chinese equities
The bank also plans to increase ESG investments, according to senior executives.
Stock-pickers thrive in 1H China market turmoil
Funds managed by bottom-up stock-pickers are performing well in China’s volatile markets while momentum-driven funds are at the bottom end, according to data from FE Analytics.
