Easing currency risks support Asian equities
A weaker dollar and a low chance of an RMB devaluation support Asian currency stability, which has a strong equity market impact, said Falcon Private Bank’s CIO David Pinkerton.
China
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“Follow the footprints of Chinese tourists” – Macquarie
Tourism is going to be one of the most compelling consumer stories to come out of China during the coming decade, according to Macquarie Investment Management.
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Asian price-to-book ratios looks compelling – BlackRock
The price-to-book ratio of companies in Asia excluding Japan and the region’s 40-year market history are combining to indicate now is the right time to invest there, according to BlackRock’s Andrew Swan.
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Chinese reforms and stabilisation more important than growth – BlackRock
As Chinese factories resume production following the Chinese New Year, BlackRock head of China equities Helen Zhu shared her view on the country’s recovery and investment opportunities.
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EM corporate debt a key risk, says SSGA
Slowing EM economies and local currency devaluations are raising the risk of holding corporate debt, particularly China issuance.
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China and Brexit – the two triggers for a market correction
The majority of fund buyers in the Basque country and in much of the rest of Europe expect another market correction this year. Fund managers at Expert Investor Spain, held in Bilbao last week, identified China and Brexit as the main possible triggers for this.
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SLI: China’s higher fiscal target to dent growth
While there is little room for significant increase following last year’s fiscal expansion, monetary policy will continue to play a part in China.
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Don’t expect a China-led commodities rebound – GAM
China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.
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Chinese education stocks offer opportunity amid continued volatility – Matthews Asia
Volatility will continue in China and wider Asia but certain aspects of structural growth are still creating good investment opportunities, argued Yu Zhang, lead manager of the Matthews China Dividend Fund.
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The risk that is being ignored
The biggest portfolio risk this year is not yet priced into the market, said Kevin Liem, chief investment officer at wealth management firm TTG in Hong Kong.
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Bond indices to change after China’s opening
The opening of the Chinese bond could significantly change the composition of key global bond indices, according to Nicolas Jaquier, SLI’s economist for emerging market debt.
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Study: China the source of global financial shocks
Advanced economies have become the net receiver of market shocks while China and other emerging markets have turned into the sources, according to an IMF working paper.
