Aberdeen trims China bond exposure
Macro risks on the horizon have prompted EM portfolio adjustments, said Kenneth Akintewe, senior investment manager for Asia fixed income.
China
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What China’s debt pile and ’80s England have in common
There are a number of parallels to be drawn between the current debt overhang in China and 1980’s Britain particularly in the north east says Robert Horrocks.
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Deutsche Bank WM overweights China equities
The bank has moved to an overweight on its China equities allocation from an underweight at the start of 2016 after selling India equities, said Tuan Huynh, chief investment officer and head of portfolio management for the wealth management division in Asia-Pacific.
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PA ANALYSIS: Weighing up White House risk
With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.
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China GDP growth report eases fears
China has reported annualised gross domestic product growth of 6.7% for the third quarter, in line with market expectations and the government’s own forecasts.
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Protectionist presidency poses biggest risk to US equities – Rathbones
Rathbones asset allocation strategist Edward Smith has argued that investors should “pay close attention to the insidious creep of protectionism, as US politicians and elsewhere look to harness the disenfranchised.”
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Policy missteps biggest threat to growth in Asia – Matthews Asia
Underestimating long-term reform efforts are more likely to scupper growth prospects in Asia than the US election or the triggering of Article 50, says Sharat Shroff of Matthews Asia.
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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.
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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.