Q3 data shows warming sentiment toward China among fund selectors and asset allocators in Hong Kong, Singapore, Thailand and Malaysia, who told FSA they intend to add to their Chinese equity allocation in the next 12 months.
Tag: Chinese equities
How do China equity funds stand against ETFs?
FSA examines the performance of actively-managed Chinese equity funds versus China ETFs over one-, three- and ten-year periods.
Online payments drive China opportunities
Focusing on online payment ecosystems and other consumer-driven innovation is the key to investing in China and other emerging markets, argues Andy Budden, investment director at Capital Group.
Fund selectors show lower interest in China
Fund selectors in Hong Kong, Singapore and Bangkok show diminishing interest in buying Chinese equities, according to Fund Selector Asset Class Research data.
Taming China’s stock market
Foreign buyers and Chinese institutional investors with long-term horizon bring stability and efficiency to Chinese stock market, argues Greg Kuhnert, portfolio manager at Investec Asset Management.
Are Chinese equities in synch with other markets?
In a look-back at Chinese equity funds, FSA examined correlation of the sector’s returns with several other geographic sectors of mutual funds available for sale in Hong Kong.
HEAD-TO-HEAD: Matthews Asia Vs Robeco
Fund Selector Asia compares the Matthews Asia China Dividend Fund with the Robeco Chinese Equities Fund.
The bull and bear case for Chinese equities
Switzerland-based Falcon Private Bank has a base case of 0% returns for China equities in 2016.
AXA IM turns underweight on Chinese equities
“[A] word of caution is warranted following the stellar performance of Chinese equities over the past year or so. “Today A-shares trade at or above a 20x multiple and look simply expensive. A correction would offer a welcome breathing pause,” the fund house said in its asset allocation strategy note. In the medium-term, the investment […]