Five post-crash bets for the road ahead
Industry experts come together and select their best investment calls for the post-crash environment.
China
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QDII funds face shutdown in China market slide
China-based fund house Manulife Teda will decide on the liquidation of its Qualified Domestic Institutional Investor fund, highlighting the general underperformance of the QDII vehicle.
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Perspective on Renminbi devaluation: Neuberger Berman
China’s recent devaluation of the renminbi has created waves in global markets, but appears to be in-line with the government’s long-term goal of internationalizing the currency, says Frank Yao, senior portfolio manager of the Neuberger Berman China Equity Fund.
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Capitalising on market noise and investor jitters – Husselbee
China and Greece are merely distractions, says Liontrust’s John Husselbee, and investors should be focusing on the US interest rate headline event.
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Investors should steer clear of China shares, says UBP
Jean-Sylvain Perrig, chief investment officer of private bank Union Bancaire Privée gives his view on the Chinese market, suggesting investors should avoid exposure to yuan-denominated securities.
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ANALYSIS: Nothing conventional about Chinese currency slump
There has been a lot of conventional wisdom bandied about over the past few days in relation to China’s loosening of the renminbi peg.
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China devalues renminbi for second day
China’s Central Bank has devalued its currency for the second consecutive day, following Tuesday’s biggest depreciation in two decades.
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Younger Chinese investors are confident with risk
Chinese investors in the 18-39 age group prefer high yield products and are more aggressive and confident in their investment choices than older mainland investors, according to a survey report by Legg Mason.
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China Universal sets out European expansion plans
Shanghai-based China Universal Asset Management has established a Luxembourg SICAV from which it plans to launch a series of UCITS funds in the coming months to give European investors access to the Chinese capital market.
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Quantum China cool on Mutual Fund Recognition
Foreign firms planning on a Hong Kong-domiciled product for the Mutual Recognition of Funds initiative will likely find limited appeal in China, said Anthony Yeung, managing partner and chief executive of Quantum China Asset Management.
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China share slide will not spill over to global markets, says L&G IM
China shares fell further on Tuesday after a huge sell-off at the start of the week, but an equity strategist from Legal & General Investment said it was an “isolated event” which will not significantly impact international markets.
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ANALYSIS: Fool’s gold, or the golden ticket?
Gold fell through the psychological $1,100 per ounce level at the start of this week as prices plunged more than 4% in early European trade on Monday.