As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Sheldon Chan and Leonard Kwan, portfolio managers at T Rowe Price, discuss what the future holds for China’s property sector.
Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
Eastspring backs commodities and Asia fixed income in year of volatility.
Lombard Odier has turned positive on China fixed income in anticipation of policy loosening.
Haitong International Asset Management believes the market will gradually recover after taking a huge hit in 2021.
But the firm remains nervous about China property borrowers.
More Chinese property companies are in trouble and suffering credit downgrades.
Retail property prices have “weathered the worst” and are at low valuations, according to the head of Hong Kong’s oldest Reit.
Despite capital controls, Chinese investors still contributed 47%, or $28.2bn, of Asian outbound real estate investment in 2016, according to CBRE.
In the first half, 60% of Asia’s outbound property investment was from the mainland, according to CBRE Asia-Pacific.