Bond and stock synchronicity major Q4 worry – BlackRock
BlackRock has identified a higher correlation between equity and bond prices and the US election as the greatest worries in the short-term.
China
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EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
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HEAD-TO-HEAD: GAM vs Blackrock
FSA compares the GAM Star China Equity Fund and the Blackrock Global Funds China Fund.
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When could China onshore bonds be included on global indices?
Three global indices are considering including China’s onshore bonds on their indices, which has the potential for strong capital inflows.
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StanChart sees big change coming for China bonds
Chinese onshore bonds could be included in global benchmark indices as soon as this year, said Carmen Ling, Standard Chartered Hong Kong global head of RMB solutions for corporate and institutional banking.
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PA ANALYSIS: Another end of summer blip or something much bigger?
The end of last week and start of this has had a familiar feel about it as the point at which summer turns to autumn has once again seen investors fretting.
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Improving Chinese economy should keep EM calm – Kames
An improving Chinese economy should keep emerging markets calm and means the emerging nations are better placed to absorb a tightening of rates in the United States, according to Scott Jamieson, head of multi-asset at Kames Capital.
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China vulnerabilities “dangerous”, says IMF
The lending organisation had strong words about difficulties in “critical areas”, while Rhodium Group warned that wealth management products are behind shadow financing that is driving “unsustainable” economic growth, creating conditions similar to those that led to the 2007-2008 global financial crisis.
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EM equities see rapid rise in retail flows
Retail investment platform Rplan saw a big increase in flows into emerging market funds over the last three months, with the notable exception of China-only investments.
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UBS AM sees $3.5trn flowing into China fixed income
The firm has ambitious plans to target on and offshore investors in China and sees the asset pool in the mainland growing signficantly, said Rene Buehlmann, head of Asia Pacific and group managing director for UBS Asset Management.
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Investors seek yield in China T-bonds
CSOP’s five-year treasury bond index tracker has been gathering assets as the RMB appears to be stabilising versus the dollar.
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Money still leaving China-focused funds
One year after the surprise yuan devaluation and subsequent market crash, $4.5bn has flowed out of funds focused on China equities, according to data from Morningstar.
