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.
China
-
-
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.
-
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.
-
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.
-
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.
-
PA Analysis: Growth bubbling under, or underwhelming bubble growing?
The recent bond market gyrations have disturbed the fragile peace that had broken out between bulls and bears. Some of the stronger consensus calls have been dented and questions about bubbles have once more to emerge – as have advocates for both sides.
-
Many managers still avoid drinking commodities Kool-Aid
Failure to heed the earnings versus cash dichotomy is making mining companies an unappetising prospect for money managers, according to industry experts.
-
AXA IM, Schroders see more easing in China
China has cut interest rates for the third time since November, but more easing measures are needed to support slowing economic growth, according to the two asset managers.
-
Asian consumer appetites will feed back to japan
Rising incomes within the middle class and increasing consumer appetites across Asia will feed back to investors in the Japanese equity market, says Matthews Asia’s Kenichi Amaki.
-
Em equity etp flows on the rise in april
Flows into broad emerging market equity ETPs were the strongest since last August, BlackRock said on Monday.
-
China rate cut seen as latest in a series
China’s interest rate cut announced over the weekend is widely expected to be just the latest move in a monetary loosening process that could ultimately end in quantitative easing.
-
Pa analysis: em dawn can’t come too soon for likes of aberdeen, ashmore
All manner of clichés are dedicated to boosting the confidence of the contrarian, which is understandable given how difficult the role is – especially when you have to report quarterly on fund flows and performance.
