Financial sector shuffling eases volatility
Guy de Blonay, who manages a financial equities fund for Jupiter AM, reveals two strategic allocation decisions that have helped performance through a year of volatility.
China
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RMB inclusion gets support from IMF head, US
China’s bid to have the renminbi included in the IMF’s Special Drawing Rights basket now has support from the head of the IMF and the US Treasury Secretary.
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The BRICs acronym was all marketing
Treating the BRIC nations as a single investment bloc “was a triumph of marketing over economic analysis,” said Kevin Gardiner, Rothschild WM’s global investment strategist.
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China and commodities the trust winners in October
Investment trusts specialising in China and large cap commodities were winners in October, according to research from QuotedData.
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Singapore kick-starts cross-border initiatives with China
Singapore is set to kick off a number of initiatives which aim to bolster financial cooperation with China, including doubling the city state’s renminbi qualified foreign institutional investor (RQFII) quota.
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London & Capital remains a China bull
Philippe Legrand, co-founder of the wealth management firm in Hong Kong, reveals two recent fund selections that underscore his asset class views going into 2016.
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Interest turns to China’s new economy plays
As China’s economy slows, fund houses are betting on growth opportunities in the emerging consumption and services economy.
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Credit Suisse: China’s new middle class overtakes US
China has overtaken the US as the nation with the largest number of middle class adults in the world, according to a Credit Suisse report.
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Chinese ETFs see unprecedented capital inflows
While money market ETFs are losing their attractiveness due to near zero interest rates in most parts of the world, they are popular in China as the recent stock rout has investors turning to fixed-income products for safety.
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Finisterre hires ex-Axa boss for new EM debt strategy
A former Axa investment manager has joined Finisterre Capital to spearhead its newly-established emerging market debt strategy.
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ANALYSIS: Playing the contrarian post China rout
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.
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UBP on China: Sit tight as investor confidence heals
Investors in the China stock market should sit tight and wait for consumer confidence to heal, said the portfolio manager for UBP Asset Management’s China A-share fund.