As volatility returns sparked by the ongoing US-China trade dispute, investors require a compass to measure risks of Chinese companies listed on Hong Kong’s stock market.
Tag : equities
The new exchange may face an uphill battle to challenge the dominance of local rival the National Stock Exchange after a regulatory scolding.
Weaker emerging market currencies have hit investors who allowed bond managers to talk up the returns of local currency bonds. To get a full view of the damage, look back two years.
Asia CIO Paul Chan acknowledges China's structural slowdown, but points to gaming figures in Macau and other segments as proof that consumer sentiment is alive and kicking.
The emerging markets specialist may launch a dedicated A-share fund and set up an onshore presence, even though its Asia chief admits Chinese equities are a minefield.
Agency broker ITG has been rolling out its FX transaction cost analysis product for Asia, developed with Eastspring as its primary beta client.
While emerging markets remain volatile, remaining an active participant with broad exposure is key, the Abu Dhabi Investment Authority says in its annualised report.
Choo Heung-Sik, head of the central bank’s reserve management group, is keeping an open mind to alternative opportunities and sees emerging markets as increasingly important.
Global asset managers are being alerted to potential business opportunities as Japanese corporate pensions reveal a change in planned allocations.
In a survey of global fund houses in the second quarter, none are underweight equities, with Greater China, emerging markets and Asia-Pacific ex-Japan the most heavily favoured.
Stefan Keitel, the Swiss bank’s global chief investment officer, explains why he recommends underweighting fixed income and cash in favour of stocks and real assets.
Cash-rich European corporates are likely to seek acquisitions, which could drive up the stock prices of target firms, says the CIO of Edmond de Rothschild Asset Management.
