GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
Chinese equities
-
-
Five top-performing EM funds with the lowest exposure to Chinese equities
BNY Mellon, Franklin Templeton and JP Morgan funds all make the grade
-
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
-
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
-
Tech funds flying high in Quilter’s rankings as Chinese equities slump
Liontrust Global Technology was the best performer
-
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
-
China unleashed as the Year of the Rabbit dawns
A sense of optimism surrounds the country’s prospects as it reopens
-
Monks disappoints despite ditching Tencent and Peloton
Baillie Gifford trust ejected 20 firms from its portfolio in the past year
-
Gam sharpens focus on Asia equities
Investment director Jian Shi Cortesi will lead a revamped team and take charge of two more funds
-
Chinese equities – when political risks override the markets
IA China/Greater China sector had, until recently, consistently outperformed North America, global and emerging markets
-
Fidelity China Special Situations doubles index returns since Covid dip
Dale Nicholl’s investment trust returns over 56%
-
Investors pick Asia over US as Trump pushes on with trade war
Last Word Research highlights the asset classes fund selectors currently favour
