China

  • What fortune will the Year of the Dog bring China?

    What fortune will the Year of the Dog bring China?

    February 16 marks the Chinese New Year, with 2018 welcoming the Year of the Dog. However, while the dog is associated with honesty, faithfulness, and a strong sense of responsibility in the Chinese zodiac, investors will be hoping for a repeat of 2017 – the Year of the Rooster – which saw the MSCI China…

  • Jupiter’s Pidcock bulks up liquidity and slashes stocks

    Jupiter’s Pidcock bulks up liquidity and slashes stocks

    Jupiter’s Jason Pidcock has begun 2018 in a more defensive frame of mind and has been bulking up the liquidity of his Asian Income fund in case of a “mini-credit crunch”.

  • Make America indebted again

    Make America indebted again

    On the one-year anniversary of president Donald Trump’s inauguration, his administration is more divided than ever with growing murmurs of a government shutdown. One thing the president seems to have unwavering support on is his tax bill, but with treasury yields rising should investors be more concerned?

  • Around the world with BMO GAM’s multi-asset team

    Around the world with BMO GAM’s multi-asset team

    As we settle into the new year, wealth managers are deciding on the best places to put their cash. Here, the EMEA multi-asset investment team at BMO Global Asset Management assesses the case for investing in Europe, UK, US and China.

  • Could China cause the next global crisis?

    Could China cause the next global crisis?

    Enthusiasm for investing in China has never been higher than in 2017 and fears of a slowdown have largely receded from the public discourse. But have investors taken their eye off the region just when it matters most?

  • Did investors get 2017 very wrong?

    Did investors get 2017 very wrong?

    Hindsight is a wonderful thing, but looking at this year’s worst performing sectors and where investors have mostly been investing in 2017 may make depressing reading for some.

  • Brewin Dolphin’s Foster: Buckle up for a bumpy 2018

    Brewin Dolphin’s Foster: Buckle up for a bumpy 2018

    While 2017 has been a “forgiving year”, producing decent returns for most asset classes, Brewin Dolphin’s head of research, Guy Foster, believes that investors won’t be in for such a smooth ride in the new year.

  • Seven Black Friday bargains

    Seven Black Friday bargains

    Consumers in the UK and globally will seek out bargains on Black Friday, but what about the investment world? Portfolio Adviser looks at the views of seven managers and areas in the market that they see as undervalued.

  • Stock Connect turnover passes $1trn

    Stock Connect turnover passes $1trn

    The total value of trading over the two Mainland-Hong Kong Stock Connect schemes since the launch of the Shanghai link three years ago has surpassed $1trn.

  • Blackrock launches AI-driven Chinese fund

    Blackrock launches AI-driven Chinese fund

    Blackrock has launched a China A-Share Opportunities Fund which uses machine learning, big data and artificial intelligence in its investment strategy.

  • LGIM’s Onuekwusi: Three risks to bull market

    LGIM’s Onuekwusi: Three risks to bull market

    Justin Onuekwusi, multi-index fund manager at Legal and General Investment Management (LGIM), has highlighted three risks that threaten to derail the bull market.

  • PA ANALYSIS: Investors contemplate China’s ‘new era’

    PA ANALYSIS: Investors contemplate China’s ‘new era’

    On Wednesday, Chinese leader Xi Jinping declared the region had entered a “new era” of political and economic prosperity. But was his proclamation enough to woo investors?