Shanghai-Hong Kong-Shenzhen-themed mutual funds are getting strong inflows as mainland investors worry about RMB risk and the property market.
Category: Equities
Blackrock: Asia and EM equities are `winners’
Global growth, the reflationary environment and the transition from monetary to fiscal policy make global equities attractive, especially in Asia, according to Belinda Boa, Blackrock’s head of active investments for Asia Pacific.
China A-shares outlook better for 2H, says UBS
China’s A-shares are expected to enjoy near-term support from accommodative policies and the Shenzhen stock connect.
Standard Chartered advises caution on stocks
Stock markets might face an “A-shape” retreat in the second quarter of this year after a sharp rebound earlier, Standard Chartered said.
AXA IM turns underweight on Chinese equities
“[A] word of caution is warranted following the stellar performance of Chinese equities over the past year or so. “Today A-shares trade at or above a 20x multiple and look simply expensive. A correction would offer a welcome breathing pause,” the fund house said in its asset allocation strategy note. In the medium-term, the investment […]
Hong Kong share rally
Market turnover in Hong Kong broke a record this week as a multi-day rally continues. But according to Schroder Investment Management, the momentum is not based on fundamentals.
Asia ex-Japan equity fund returns
Top performing Asia ex-Japan equity funds show a significant allocation to India and China, suggesting a rare alignment of optimism about Asia’s two key economies.
Continuing euro slide to boost equity appeal
European equities stand to benefit as the euro depreciates, but across developed and emerging markets, much hinges on governments delivering structural reforms, according to Giordano Lombardo, group chief investment officer at Pioneer Investments.
