The top six funds of Q1
China and US smaller companies rise to the top as central banks prompt risk-on mentality
China
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Echoes of 2015 in current China slump
Beijing lowered its growth targets last week as exports recorded their sharpest year-on-year decline in three years
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Martin Lau: ‘UK investors have a Financial Times view of China’
First State Asia Focus manager takes contrarian view on China’s state-owned sector
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‘Gimmicky’ Invesco fund caters to gap in the market
Belt and Road Debt fund targeted at intermediaries and retail investors
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Mobius not expecting inflows until markets up 30%
Godfather of emerging markets denies contagion risks but expects US-China trade war to get ‘nasty’
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Baillie Gifford trusts hammered by market sell-off
Tech-heavy Scottish Mortgage sees 16% wiped off its market cap
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Investors cool on China despite buoyant returns
The risk of a trade war between China and the US has fuelled investor uncertainty. One fund selector has dropped their only China equity focused fund while another portfolio manager has reduced his China allocation.
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Six DFMs reveal their China A-shares exposure
MSCI’s inclusion of 233 China A-shares in its three widely-tracked indices is expected to further open up the country to foreign investors and could result in the launch of more Asia ex China funds down the line. Here six wealth managers outline how their portfolios are exposed to A-shares.
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China A-shares inclusion set to light ESG fuse
The opening of the China A-shares market to foreign investors provides a window for China-focused funds to push ESG criteria into greater prominence in the world’s second largest economy.
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Aberdeen Standard offers attractive yield with China bond fund
Asset manager Aberdeen Standard Investments has launched the Aberdeen Global – China Onshore Bond Fund, which promises investors attractive yield and low correlation.
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China’s MSCI inclusion: Big step, little change
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.
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What China A-shares inclusion means for ETFs
China A-shares have now entered a number of flagship strategies in stage one of a two-part process. Charles Stanley head of passive product research looks at what it means for ETF investors.
