They're bullish on emerging markets, predict the renminbi will be allowed to strengthen and suggest the best exposure to China is through investments outside the country, among other things.
Asset managers believe Western economies, other Asian currencies and commodities will benefit from renminbi reform. But they are less positive on China itself.
The private-equity firm signs agreements with the governments in Shanghai and Chongqing to set up two renminbi-denominated funds of Rmb5 billion each to invest in Chinese companies.
Jim Walker of Asianomics argues that, due to the euro’s troubles, the renminbi is actually going to weaken against the dollar in the short term, in a last-ditch effort to sustain Chinese economic growth.
China's currency policy has returned to the framework employed before the global financial crisis, but the new environment may not be so hospitable, warn analysts.
The inflows are linked to positive sentiment on China, strong Indian hedge-fund performance, increased fund-launch and corporate-deal activity, and renewed interest in Japanese funds.