Any landmark date – birthdays, anniversaries, a new year for example – brings with it a lot of navel-gazing and the desire for a brand new start. Rarely does anything change, and this is perfectly illustrated by the noise surrounding the Chinese New Year.
China Equity Funds posted their biggest weekly inflow in more than two years last week, as investor sentiment towards the eurozone debt crisis and its successful resolution swung back towards positive.
Having just returned from a research trip to China, Jing Sun gives his thoughts on the country’s economic, political and social change outlook.
Anthony Bolton’s Fidelity China Special Situations Fund has been given a ‘neutral’ rating by Morningstar at the launch of its new investment trust analyst ratings service.
The bull case for emerging market equities and commodities remains strong, according to Evercore Pan Assets chairman John Redwood who has been buying into China.
Anthony Bolton’s views on China are among those we have assembled to give an outlook on the investment opportunities outside the UK.
Neptune is to soft launch the latest proposition within its Max Alpha range investing in Chinese securities.
Ray Prasad looks at the trading relationship between Brazil and China and suggests investing in the former also opens up positive exposure to GDP growth of the latter.
Caroline Maurer assesses the structural changes needed for China to resume its medium-term growth plan while adding that once Europe and the US start to stabilise their true lack of impact on China wil be seen.
Anthony Bolton called markets over the past few months the most “brutal” he could remember, as he sought to justify a 29% fall in the NAV of his investment trust in the first half of the year.
The US has once again criticised everyone else, particularly Asian countries, for not doing enough to stimulate global economic growth.
Since August last year, when the Chinese government allowed qualified financial institutions to repatriate offshore RMB into the domestic market, the Dim Sum bond market has exploded.
