Rothschild WM considers many of the risks of 2012 year fading as 2013 moves into 2014 but one risk that stubbornly remains is one it feels investors are complacent over – China's unsustainable debt bubble.
China is days away from massive financial reform with stocks linked to areas receiving government support set to boom in 2014, according to Mirabaud’s emerging markets head Daniel Tubbs.
Asian leaders should use the current slowdown to push through some much-needed structural reforms, First State’s Angus Tulloch and Martin Lau have said, arguing that turning weakness to their advantage will boost growth over the longer term.
China’s growth accelerated to 7.8% year-on-year, reversing the slowdown seen during the first half of 2013.
As emerging markets continue to struggle, so has investors’ patience been tested, but what can a conscientious asset allocator really do about it?
According to BlackRock’s latest ETP Landscape report, global investors withdrew some $1.1bn from China ETFs in July alone, while the IMA China/Greater China fund sector saw retail outflows of £22.6m in June.
Global fund managers may be largely positive on the state of the world economy but their sentiment towards China is worsening, according to the latest BofA Merrill Lunch Fund Manager survey.
China's GDP continues to grow but its level of growth dropped for the second consecutive quarter as Premier Li Keqiang's policies to rein in his country's credit boom start to kick in.
Rowan Dartington Signature’s Joe Dyer comments on the importance of a long term economic policy in China.
Chinese eCommerce firms remain attractive in the current market despite the slowdown elsewhere in the economy according to one fund manager with an interest in the region.
Anthony Bolton will retire from active fund management when he hands over the reins of Fidelity China Special Situations plc to investment trust novice Dale Nicholls on 1 April next year.
Axa Investment Managers says a floating renminbi is key in China achieving long-term sustainable growth and expects greater flexibility for the currency in the next six months.
