Bank of Singapore warns on China credit bubble risk
The Bank of Singapore has joined the chorus of analysts warning that China’s private sector credit-to-GDP ratio is now over 200%.
China
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SLI: China risks overplayed
Chinese authorities face tough choices, but a full blown financial crisis is unlikely, said Alex Wolf, emerging markets economist for Standard Life Investments.
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China has a credit problem and it knows it
Anybody who says that China doesn’t have a credit problem is lying because when that much credit is pumped into the system there is no way that every single loan is a sound investment, according to Schroders’ head of Asian equities Singapore, Lee King Fuei.
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Asset allocator: Santander’s Caddick on China, volatility and absolute return
A global player able to leverage off the success of its banking parent, Santander Asset Management believes its Atlas range is a cut above in the world of multi-asset.
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India’s rise highlights China’s challenges
India overtook China as the world’s fastest growing major economy on Monday, leading some asset allocators to suggest it might be time to put China allocations on hold and opt for India instead.
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China’s currency issues could perpetuate global volatility – Hermes
The risk of a serious devaluation of the renminbi is likely to continue to fuel market volatility, said Gary Greenberg, head of emerging markets at Hermes.
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Advisers shun China short term
A quarter of advisers say they do not plan to allocate any investments to China over the next six months, according to research from Cofunds.
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The bull and bear case for Chinese equities
Switzerland-based Falcon Private Bank has a base case of 0% returns for China equities in 2016.
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Markets unperturbed as China GDP growth hits 25-year low
China’s gross domestic product growth slipped to a 25-year low of 6.9% in 2015 it was confirmed today, but markets were largely unconcerned.
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Volatility risks high, but recession risks low – JP Morgan
Investors should expect further bouts of volatility until question marks over global growth and the impact of China are resolved, said Stephanie Flanders, chief market strategist for Europe at JP Morgan Asset Management.
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There are simple solutions to China’s troubles, says Neptune
China’s troubles have been overplayed by markets and have ‘simple, feasible solutions’, according to chief economist and CIO at Neptune Investment Management James Dowey.
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Matthews Asia’s Horrocks urges calm on China
As Matthews Asia launches an Asia ex Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over the future of economic growth in China.
