AllianzGI hires China equity head from Goldman Sachs AM
Shao Ping Guan will replace Anthony Wong as manager of Allianz’s China A strategies
China
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Guinness GI launches China RMB income fund
EPIC Investment Partners will manage the portfolio day-to-day
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Emerging markets may be the play to make as the Dollar softens and China re-opens
Investment picture is complex due to the wide variation in the countries forming the asset class
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Look beyond Asia for fertile EM opportunities
Barings’ Adnan El-Araby is turning away from Asia emerging markets to seek opportunity in the Middle East, Africa and eastern Europe, which he claims is a fertile hunting ground for growth
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Is China back with a bang?
Amid the euphoria of China’s economic re-opening, are genuine risks of another potential global wave or further Covid mutation being glossed over?
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Darius McDermott: Four routes to tap into an emerging market rebound
There is an element of investors having to roll with the punches, says FundCalibre MD
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EM’s the breaks: Better times ahead for emerging markets
Mirabaud’s Anu Narula and James Johnstone of Redwheel talk about the highs and lows of emerging markets investing
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Might China’s consumers rescue the global economy?
But despite short-term optimism, Vanguard economist Qian Wang is more guarded about the country’s long-term outlook
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2023 serves up new challenges for managers
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023
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Abrdn China managers positive despite 37% NAV slide
Trust hit hard by the country’s zero-Covid policy and tensions over Taiwan
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Ben Yearsley: China enjoys strong start to 2023 but diversification pays
‘The traditional 60/40 portfolio was dead and buried last year but the outlook now looks far better – it has been resuscitated’
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China unleashed as the Year of the Rabbit dawns
A sense of optimism surrounds the country’s prospects as it reopens
