Chinese consumer provides Asian investor in-road
China’s GDP growth may be slowing, says Barings’ Hyung Jin Lee, but consumption-orientated in-roads are wide open for investors.
China
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Being selective with Chinese shares
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.
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Confidence in the consumer opens door to GDP growth – Mobius
Picking up consumer-orientated companies is the best way for investors to capitalise on emerging market GDP growth, says Franklin Templeton Investments’ Mark Mobius.
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More work needed before China A-shares are included – MSCI
MSCI put off a decision to include China A‐shares in its global benchmark index until issues related to market accessibility are resolved.
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Mansion House speech crucial for UK banking sector – Urquhart Stewart
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.
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Investec AM launches China equity fund, bond fund planned
Investec Asset Management has launched the first of two funds targeting European investors looking to gain direct, daily-dealing access to Chinese markets.
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China in a bull shop, BAML says
Bank of America Merrill Lynch has said China is in a bull shop, in a play on words which has substance behind the style.
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PA Analysis: Chinese QE more curse than blessing?
Expectation is mounting that China is planning its own version of quantitative easing and investors weighing up how to play the world’s most populated country may struggle to assess the situation.
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Positive sentiment on chinese banks ignores govt. stranglehold
The consensus view that China’s cuts to banks’ required reserve ratios were a stimulative measure is negated by the mechanics of Chinese banking system itself, says Matthews Asia’s Andy Rothman.
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PA ANALYSIS: Is the Megacap M&A season heading south already?
BHP Billiton’s spin off and listing of South32 fell rather flat on Monday, as its shares traded at the lower end of analyst expectations, giving the newly minted firm a market cap around $8.7bn.
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HEAD -TO-HEAD: Black Rock Asian Dragon vs Investec Asian Equity
This week, China’s central bank announced a cut in its benchmark interest rate, the third time since November, in attempt to combat an economic slowdown and relieve deflationary pressures.
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Thomas Miller issues China warning
Investors in Chinese assets risk a ‘bruising fall to earth’ according to Thomas Miller Investment’s head of private investment management Andrew Herberts.