Five China funds that beat the S&P 500 last year
FSA looks at the best performing China equity funds of last year.
Schroders backs Asian equities
Private banks and unloved Hong Kong stocks are among the asset managers picks.
Lion GI partners with China Merchants FM for ETF launch
The new ETF will list on SGX in December and also a feeder ETF on the Shanghai Stock Exchange by March 2025.
Ruffer: China equities could be ‘the best contrarian allocation’
The British boutique asset manager known for focusing on capital preservation has turned bullish on Chinese equities.
AXA IM: Chinese equities are not cheap anymore
Macroeconomic challenges still persist in China and need to be addressed, according to AXA IM’s Asia chief investment officer Ecaterina Bigos.
Active China equity funds lag amid breakout month
Some of the biggest actively managed China equity funds have not kept up the pace with the rally in Chinese markets year-to-date.
These China ETFs are outpacing the S&P 500 year-to-date
A handful of ETFs tracking Chinese equities are outpacing the S&P 500 index year-to-date after breaking out of multiyear lows.
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
AllianceBernstein’s Hogbin: ‘We’ll still be talking about cash on the sidelines a year from now’
AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future.
Pictet AM launches second QDLP fund in China
The fund will invest in global corporate bonds.
M&G launches China fund
M&G China will select stocks from a universe of 300 Chinese companies.
Lazard AM hires director of China sales
Ada Zhang will lead the firm’s business development strategy in mainland China alongside Ken Fan.
Fidelity’s Dale Nicholls remains ‘cautiously optimistic’ on China
Despite trading at a 60% discount to the US market, Dale Nicholls, manager of the Fidelity China Special Situations trust, is still cautiously optimistic.
Capital Group taps Fidelity for Greater China business
Stella Xu joins the group as head of institutional business for Greater China.
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FSA SPY
The FSA Spy market buzz – 3 February 2025
DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
