China and the contrarians gamble
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.
China
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Negativity on China deepens
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.
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china gdp growth 7 per cent
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.
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Short Term Pain Long Term Gain
Rowan Dartington Signature’s Joe Dyer comments on the importance of a long term economic policy in China.
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Look online for Chinese growth
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.
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bolton china special sits newbie nicholls
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.
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Floating exchange rate key
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.
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the race between the two asian giants is on
Asia is an attractive environment for investors, offering a mix of developing and well-established markets that give investors an abundance of options and strategies from which to draw on.
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pa analysis martin currie loss of retail assets
Martin Currie is one of those fund groups that deep down everybody likes. It has the advantage of being based in Edinburgh and the City's culture and style rubs off on a company packed with “incredibly nice people” as more than one wealth manager has said to me.
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Boltons biggest challenge to end career on a high
Today is the third anniversary of the launch of Anthony Bolton's Fidelity China Special Situations, but has it been a career risk worth taking?
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chinese investors buy gold as rest of world
The price of gold may have fallen another $125 per ounce on Monday its greatest one-day loss ever but some retail investors in Hong Kong and mainland China are buying more of it, rather than selling, according to a columnist for the South China Morning Post.
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MandGs Vaight underweights key EMs
Coca Cola became too big, and many opportunities in key emerging markets are now too expensive, according to value-driven Matthew Vaight, manager of M&G's Global Emerging Markets Fund.
