China proposes bond connect plan
A Chinese clearing house is considering the launch of a “Bond Connect” scheme which would mirror the Stock Connect initiative, creating an investment link between the mainland and Hong Kong debt markets.
China
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Hot China equities prompts sector caution
The recent rally in Hong Kong shares has prompted asset managers like BlackRock to become selective on Chinese equity sectors.
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Benchmark freedom and EM investing
If the manager is freed from the benchmark, emerging markets offer many opportunities from a stock-picker’s perspective, particularly if headlines are negative, according to Ross Teverson, head of strategy for global emerging markets at Jupiter Asset Management.
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Woodford’s Patient Capital is UK’s biggest trust launch
Neil Woodford’s Patient Capital Trust, the second offering from the star manager’s company, is the largest ever UK investment company launch, according to the Association of Investment Companies.
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Valuation gap drives China demand for HK stocks
The huge surge in money flowing into Hong Kong stocks, which pushed the Hang Seng Index up to a seven-year high earlier this month, has been linked to a recent change in the Stock Connect initiative. But fund managers said the change was only a catalyst for the influx in funds.
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EM divergence continues to topple BRIC strategy
With US valuations higher than they have been for many years and the QE-fuelled run in European assets, investors are once more turning to emerging markets, putting the BRIC economies back under the spotlight.
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China GDP statement provides little reassurance
Chinas statement that its economy is growing in line with expectations at 7% has provided little reassurance over its growth prospects.
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BlackRock lists China A share ETF
BlackRock is seeking to capitalise on the increasing openness of the Chinese market with the listing of its China A-share exchange-traded fund on the London Stock Exchange today.
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Amundi positive on Indian Chinese equities
Amundi Asset Management is positive on Asian markets and particularly likes Indian and Chinese equities, as it expects further interest rate cuts in these two economies could boost corporate earnings growth.
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China funds can invest without QDII
China’s mutual funds are now permitted to invest in Hong Kong shares using the Shanghai-Hong Kong Stock Connect programme, according to the China Securities Regulatory Commission.
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Fidelity gets QFII quota as China lifts limit
China has removed the $1bn investment quota cap for overseas fund management firms and Fidelity Investments is the first to take advantage.
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China is just waking up to 4G possibilities
China is just waking up to the power of high-speed mobile internet, says Polen Capital, and the e-commerce space will make for rich pickings.
