Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
Daisy Leung and Claudia Phuah have joined in the Hong Kong and Singapore offices respectively.
A hard landing is looking to be more likely than a soft landing, according to Ninety One’s head of multi-asset income John Stopford.
Compared with developed markets, the resilience and growth path of emerging markets make multiple assets appealing.
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index.
Eastspring on China and India, Ninety One’s difficulty with forecasts, yields spike again, tracking the winners in the long term, millennial investors’ psychology, silver scams and much more.
Invesco’s thematic equity ESG ETFs, Chinese asset managers flock to Hong Kong, Ninety One’s microchip stats, CoCos are back, holding for the long term, Friday quiz, Singapore and much more.
FSA canvassed the opinions of market observers on whether the China reopening rally is now done or whether markets are just taking a breather.
Yet, there was no evidence that suggests it was intentional, said the Securities and Futures Commission.
This week FSA presents a quick comparison of two RMB fixed income products: the Fidelity China RMB Bond fund and the Ninety One All China Bond fund.