Bad news for China doesn’t have to be bad news for Asia overall.
Tag: Reopening rally
Editorial Board Insights: Song Sheng Harn 2023
In our latest edition of Editorial Board Insights, Fund Selector Asia caught up with Song Sheng Harn, vice president at UOB Private Bank, to discuss investment strategies for 2023.
High yield remains a ‘concern’ for Janus Henderson’s Blackbourn
Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
PineBridge ‘not surprised’ by China’s fading reopening
PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
Pictet AM: ‘We have waited long enough’ on Chinese equities
The Swiss asset manager has downgraded its outlook on China equities to neutral from overweight.
Is China’s reopening rally done?
FSA canvassed the opinions of market observers on whether the China reopening rally is now done or whether markets are just taking a breather.