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.
Chinas statement that its economy is growing in line with expectations at 7% has provided little reassurance over its growth prospects.
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.
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.
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.
China has removed the $1bn investment quota cap for overseas fund management firms and Fidelity Investments is the first to take advantage.
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.
Asset management firm Old Mutual Global Investors has appointed Simon Mackinnon to support its expansion in the Asia Pacific region.
A rising tide of Chinese middle-class consumer spending encourages investment despite recent negative economic figures, says Fidelity Worldwide Investments Dale Nicholls.
East Capital said its UCITS-compliant China fund has become the first to be allowed to invest up to 100% of its portfolio in Chinese A-shares through the Stock Connect program.
Global investment manager Aberdeen Asset Management has launched a China A-share fund with the aim of achieving long term growth for investors through the Chinese stock market.
Pictet Asset Management has launched the Pictet Chinese Local Currency Debt fund.
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