Liontrust to merge China Fund into wider EM strategy
Manager Ruth Chambers to move onto the Liontrust Emerging Markets Fund
China
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Five top-performing EM funds with the lowest exposure to Chinese equities
BNY Mellon, Franklin Templeton and JP Morgan funds all make the grade
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Will deflationary pressures stretch beyond China?
Capital Economics’ Neil Shearing and PIMCO’s Carol Liao argue whether or not China’s slowdown will have a negative global impact
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SuMi Trust’s Suzuki: Using Japanese stocks to capture India’s growth
SuMi Trust’s Tatsuya Suzuki discusses how investors can overcome barriers to entry to capitalise on India’s growth
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Antipodes Partners: How troubled China is changing tact to take trade market share
Antipodes’ Alison Savas discusses where she is finding opportunities within Chinese equities despite multiple headwinds
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Are emerging markets back on the menu?
Emerging markets have been out of favour in recent years, but there are signs investor appetite is returning with China and India dominating
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FSSA All China Fund
In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region.
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Five investment trust managers, five sectors, five conviction plays
Five investment trust managers share their outlooks and opportunity sets
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Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
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Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors
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Federated Hermes China Equity Fund
In this Fund in Five we speak to Sandy Pei, co-portfolio manager, to look at the fund from five angles and see why investors should consider a dedicated China fund rather than a more general Asia or emerging markets offering.
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Nasdaq ‘steals the show’ as tech dominates performance in first half of 2023
AI boom contributed to the sector returning 24.6% over six months to 30 June
