The June 14 decision by the index provider could send fund flows of $25bn into China’s markets, according to Stephen Kam, senior product specialist for Asian equities at HSBC Global Asset Management.
The appeal of the fixed income proposition has waned, but European equities are expected to have strong performance in 2016, according to John Woods, chief investment officer for Asia-Pacific at Credit Suisse Private Bank.
Sandra Crowl, member of Carmignac Gestion’s investment strategy committee, examines how structural reforms and liberalisation of the financial markets will keep the limelight on China in 2015.
China’s inclusion on the MSCI emerging market indices is a matter of when, not if, and the resulting capital inflows will have substantial impact on Hong Kong’s market, said Helen Zhu, Blackrock’s head of China equities.
Trading through the Shanghai-Hong Kong Stock Connect surged to its highest level last month since launching in November. In April, market turnover on the Hong Kong Exchange rose to an all-time high of HK$252.4bn ($32.6bn). There has been a lot of talk about north vs south capital movement, but Stevenson believes that has been overstated […]
Which has the best potential to outperform, an A-share-focused fund or one that invests mainly in H-shares?
China’s H-share market has become attractive compared to premium-priced A-shares, according to portfolio managers.