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.
![](https://s34456.pcdn.co/wp-content/uploads/2020/03/Joanna-Kwok-640x360.jpg.optimal.jpg)
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.
Eric Moffett, whose fund has a high allocation to China equities, discusses distorted views about China’s consumers.
‘Beaten up’ China and Korea equities account for 2/3 of Stuart Rae’s portfolio.
The volatile Chinese equity market provides a ‘precious opportunity’ for investors, according to portfolio manager Wenchang Ma.
The bank has become increasingly cautious on the asset class due to concerns driven by the trade dispute.
In Xingtai Capital’s highly concentrated China fund, the top ten account for 60% of the portfolio, which holds only 20-30 positions.
The bank also plans to increase ESG investments, according to senior executives.
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.
In China’s inefficient equity market, active management is preferred to passive investing, according to wealth management sources.
Alistair Thompson, portfolio manager at First State Stewart Asia talks about opportunities and risks in Asia-Pacific.
Part of the Mark Allen Group.