‘Beaten up’ China and Korea equities account for 2/3 of Stuart Rae’s portfolio.
Tag: Chinese equities
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.
WMs prefer active funds for China exposure
In China’s inefficient equity market, active management is preferred to passive investing, according to wealth management sources.
Video: First State Stewart on Asia-Pacific
Alistair Thompson, portfolio manager at First State Stewart Asia talks about opportunities and risks in Asia-Pacific.
HEAD-TO-HEAD: Seven China equity ETFs compared
FSA compares no fewer than seven China equity ETFs available to Hong Kong investors tracking the same index, the CSI 300.
CIC’s Yun cites some reasons to be bullish on China
China is now in a Goldilocks situation, and it should continue in 2018, according to Edmund Yun, Hong Kong-based head of investment solutions at CIC Investor Services.