China this week – Funds Analysis

Foreign investor demand for A-shares surges Expectations over the imminent linkage of the Shenzhen and Hong Kong markets has intensified investor demand for access to China. Data from the Hong Kong Stock Exchange showed a sudden increase in the demand for RQFIIs tracking A-Shares and ETFs for A-shares. Moreover, the demand for the CSOP SZSE […]

UBS introduces wealth management app in Asia

The firm said the app tracks a client’s portfolio, tests it against critical risk factors and sends a notification when the portfolio deviates from the client’s investment strategy. It was developed in response to increasing client preferences for digital solutions in Asia.  “We believe Asian clients are more digital than in other parts of the […]

Baring vs fidelity china fund

Morgan Stanley Investment Management recently warned about a bubble in the onshore market, as the amount of money that inexperienced and first-time investors are borrowing on margin to buy stocks is uncomfortably high. Chinese retail investors are trying to play the valuation gap between China’s A-shares and their identical H-share counterparts listed in Hong Kong. As […]

Huge pile of cash Manulife

Investors across the region rely heavily on cash savings, making it difficult to meet their key financial goals, the firm said. Across Asia, local-currency cash holdings account for a “disproportionately” large percentage of self-reported assets at about 37%. This rises to about 42% if foreign-currency cash holdings are added. Source: Manulife Asset Management The comparatively […]

China equities still reasonable HSBC GAM

A series of monetary easing measures coupled with the launch of the Stock Connect in November last year has led to a sharp surge in mainland equities. The overheating in the market has led to several fund houses warn about a correction. Morgan Stanley Investment Management recently cautioned on a likely bubble in the onshore market. Friday, […]

MSCI China A-share review

After competing an annual review, the global index provider said it would form a working group with the China Securities Regulatory Commission to resolve concerns and issues highlighted by international institutional investors during its consultation. “The concerns include, but are not limited to, the quota allocation process, capital mobility restrictions and beneficial ownership of investments,” […]

China this week – June 2015

AMAC cautions on Shenzhen market The Asset Management Association of China reiterated warnings to asset managers about the ChiNext, a NASDAQ-type board of the Shenzhen Stock Exchange. Valuations of companies on the Shenzhen exchange have soared as investors expect the Shenzhen-Hong Kong stock connect to launch this year. The organisation said asset managers should encourage […]

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