Matthews Asia recruits China spokesman
Emerging markets house Matthews Asia has recruited Andy Rothman as an investment strategist focused on Chinas economic and political developments.
China
-
-
ETF Securities to launch white label China ETF
The latest product offers opportunity but also a payoff for investors seeking Chinese shares.
-
Allianz GIs Yu Still betting on Macau
Allianz’ emerging markets manager Lu Yu says secular growth story is dead but Macau casinos will move higher
-
no brains behind no brainer buying renminbi
Teresa Kong argues that the recent moves in Chinese currency markets are not just a healthy thing to see but necessary for an economy looking to increase the role of the market in allocating resources.
-
China strong currency wider reform agenda
From an economic perspective China’s strong currency is hurting exporters but, as Mark Tinker argues, there is a far bigger reform agenda here.
-
China shoots to number one in gold race
China trumps India in the league of top gold-consuming nations, the World Gold Council reveals.
-
A stock pickers market emerging in 2014
As the bearish mood around EM continues into 2014, it might be time to hunt for some hidden stock opportunities
-
PA ANALYSIS Whatever happened to Chindia
A few years ago, the worst portmanteau ever was created – Brangelina. The investment equivalent is another one that sticks in the craw – Chindia – though thankfully this one has largely disappeared from use.
-
Barings to close China Growth Fund
After five years, the asset manager has decided to close its China Growth Fund.
-
rethink China debt in an GEM allocation
China started pushing its currency on the international stage in 2013 and its relative success means we should now rethink the role of Chinese credit within the broader emerging market allocation.
-
Markets that its too late to sell
It’s time for celebration in China as we welcome in the Year of the Horse. The question for investors is has the horse already bolted in the Asian equity growth story‚ at least in the short term?
-
Plenty of stock picking opportunities in EM
Emerging Markets are bringing a range of hot stock picks to the table.
