Ashmore launches flexible, dedicated China fund
The Ashmore All Chinese Equity Fund launched today, Ashmore said on Monday.
The Ashmore All Chinese Equity Fund launched today, Ashmore said on Monday.
Investors should not be surprised by Chinese shares dropping 7% in a day say industry experts, but is it a cause for concern?
China’s inclusion in the MSCI emerging market indices is a matter of when, not if, and the resulting capital inflows will have substantial impact on Hong Kong’s market, said Helen Zhu, Blackrock’s head of China equities.
Some segments are trading at 80-100 times price-to-earnings and there are “signs of exuberance” in the domestic market, said Andrew Swan, BlackRock’s head of Asian equities.
Sandra Crowl, member of Carmignac Gestion’s investment strategy committee, examines how structural reforms and liberalisation of the financial markets will keep the limelight on China in 2015.
China’s GDP growth may be slowing, says Barings’ Hyung Jin Lee, but consumption-orientated in-roads are wide open for investors.
Wasatch Partner’s Roger Edgley, manager of the St James’s Place Emerging Markets Equity Fund, picks apart the reasons behind the Shanghai Stock Connect index’s rapid rise.
Picking up consumer-orientated companies is the best way for investors to capitalise on emerging market GDP growth, says Franklin Templeton Investments’ Mark Mobius.
MSCI put off a decision to include China A‐shares in its global benchmark index until issues related to market accessibility are resolved.
HSBC’s decision to reduce client facing staff in the UK and focus in on Asia as an area of future growth, could be followed by similar actions by other overseas banks warns 7IM’s Justin Urquhart Stewart.
Investec Asset Management has launched the first of two funds targeting European investors looking to gain direct, daily-dealing access to Chinese markets.
Bank of America Merrill Lynch has said China is in a bull shop, in a play on words which has substance behind the style.