GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
Beijing lowered its growth targets last week as exports recorded their sharpest year-on-year decline in three years
Index provider MSCI has formally included about 230 China A-shares into its three widely-tracked indices, but fund managers see a minimal impact on the A-share market.
Blackrock has launched a China A-Share Opportunities Fund which uses machine learning, big data and artificial intelligence in its investment strategy.
With Chinese stocks having officially entered bear territory earlier this week, industry experts are divided on which neck of the woods the market will end up in.
China’s inclusion in 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.
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.
MSCI put off a decision to include China A‐shares in its global benchmark index until issues related to market accessibility are resolved.
The recent bond market gyrations have disturbed the fragile peace that had broken out between bulls and bears. Some of the stronger consensus calls have been dented and questions about bubbles have once more to emerge – as have advocates for both sides.
East Capital said its UCITS-compliant China fund has become the first to be allowed to invest up to 100% of its portfolio in Chinese A-shares through the Stock Connect program.
Global investment manager Aberdeen Asset Management has launched a China A-share fund with the aim of achieving long term growth for investors through the Chinese stock market.
The Chinese A-share market is a bubble waiting to burst, according to Schroders head of Asian equities in Singapore