Policy support will be critical to help the country transition towards its ambitions of ‘new economy’ driven growth, according to some asset managers.
Tag: Chinese equities
BlackRock is overweight select emerging markets
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
GAM: Foreign investors are ignoring China corporate earnings
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
UBS GWM bets on offshore Chinese equities
The wealth manger expects China tech stocks to prove resilient amid rising geopolitical risks.
CICC backs Chinese equities
The investment firm identifies three major trends for Chinese equities in 2022.
Amundi is bullish on Chinese equities
Inflation is not transitory, therefore investors should factor in inflation when constructing portfolios, according to the European fund manager.
FE fundinfo warns about China’s policy uncertainties
Even with the most risk-adjusted investment strategy, unforeseen political risks are part-and-parcel of the investment process, FE fundinfo argues.
Morningstar likes China consumer and utility sectors
The firm has identified several stocks from four sectors as good opportunities, despite ongoing regulatory tightening.
China equities buttressed by tech theme
Multi-year trends will support Chinese equity prices and provide a buffer against rising Sino-US tensions, according to JP Morgan AM’s Joanna Kwok.
Louis Vuitton sales not about China’s growth, T Rowe says
Eric Moffett, whose fund has a high allocation to China equities, discusses distorted views about China’s consumers.