Asian equities to outperform

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Leading value manager, Antipodes Partners, believes Asian stocks are primed for a long-term period of outperformance as Asia’s leading economies emerge with strength from COVID-19. “Asia, in particular China, has emerged from COVID stronger than many major western economies, with fiscal and government debt intact,” said Antipodes Asia Fund co-portfolio manager, Sunny Bangia. “Money creation... Read more continue reading

What’s ahead for China’s markets in the Year of the Ox

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Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on the sustainability of economic recovery and the pace of possible monetary tightening. China’s modern stock markets are only three decades young, but the Year of the Ox (or Bull) has so far... Read more continue reading

China outlook 2021: Starting off the year on the right foot

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Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020. As the economic recovery gathers momentum and political tensions with the US ease a little, we remain constructive for the months to come. After a roller-coaster but still positive year in 2020, the Chinese economy is expected to... Read more continue reading

New bfinance report reveals increasing popularity of China equity strategies amongst institutional investors

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According to bfinance’s recent report, Rethinking China’s Role in Emerging Market Equity Portfolios, investors are reassessing their approach to investing in Chinese equities, supported by fundamental shifts in asset management offerings. While four in five investors still obtain their China equity exposure solely through Global Emerging Market equity strategies, bfinance clients are increasingly using dedicated... Read more continue reading

Zenith sector review: international shares – emerging markets and Asian equities

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Do investors gain emerging market exposures indirectly through Australian equities? What is the optimal emerging market exposure for an international equities portfolio? These are the questions Zenith seeks to answer in our 2019 Emerging Market & Asian Equities Sector Report. Given the strong historical relationship between Australian and emerging market equities, investors have traditionally found... Read more continue reading

China: Will they get old before they get rich?

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Demographics are increasingly being recognised as an important economic variable in Western economies, as millions of baby boomers enter retirement age. But this process is not just occurring in the West — the outlook for China is that it will have one of the fastest declining populations in the world. Because of this, many commentators... Read more continue reading

Tariffs add to existing drags on Chinese growth

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“The US has slapped a 10 per cent tariff on US$200 billion of Chinese goods, threatening to increase this to 25 per cent in 2019 in the absence of a trade deal. Meanwhile, China retaliated with its own levies of up to 10 per cent on US$60 billion of US imports. “We estimate the measures... Read more continue reading

Making China great again 

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Principal Global Investors’ Chief Global Economist, Bob Baur, Ph.D., weighs in on the 19th National Congress of the Communist Party of China. President Xi Jinping’s opening session speech “In his three-and-a-half-hour, 32,000-word speech to about 2,300 attendees at the opening session of the 19th National Congress of the Communist Party of China, President Xi called upon China... Read more continue reading

The Asian century

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In December 2006, at the London School of Economics Asia Forum, former Indian PM Manmohan Singh said[1]: “The most important development, I believe, of the 21st century will be the rise of Asia. China has already trebled its share of world GDP over the past two decades and India has doubled it. Both these giant... Read more continue reading

India Undergoing Modi-fications: Putting “Demonetisation” in Perspective

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The economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, examines the changes underway in India and explores the consequences of the ‘Modi-nisation’ of the world’s largest democracy. It is just like any other Tuesday evening in New Delhi, the capital of India. Thick with smog from firecrackers during the... Read more continue reading