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Showing 1 - 10 of 61 results for "Chinese equities"

China's two speed economies: Which one wins?

RIDDHIMA TALWANI  |  TUESDAY, 6 JAN 2026
... remains neutral towards China for its emerging market allocations. "We are currently cautiously optimistic about Chinese equities, and we see that risk tilted to more towards the upside," Lin said. While the old economy is driven by infrastructure, property ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
... equities and emerging market (EM) equities between 4.5% and 5%, and upped allocations to European, Japanese, and Chinese equities between 1% and 3%. While Australian bonds lost out with close to a 5% lower allocation, BlackRock leaned favourably towards ...

Underperforming managers in China could see pay halved

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... salaries despite their funds making hefty losses during periods of market declines." According to the FTSE Russell, Chinese equities outperformed the APAC region, the US, and FTSE All-World Index in February. The rally came off the back of monetary and ...

Where to invest when local equities look expensive

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... discount, though this market has its challenges," he said. "... we are optimistic about the medium-term prospects for Chinese equities. We're encouraged by signs that the authorities are prioritising policy support to shore up the economy and expect ...

Eyes on gaming, Chinese tech in 2025: Orbis

MATTHEW WAI  |  WEDNESDAY, 11 DEC 2024
... despite the great risk they contain, Marais explained. Marais said the company has had "zero direct exposure" to Chinese equities over a prolonged period, and while that's changed now, he still warns it comes with risk and extreme volatility. "Given ...

Australian equities rise, but global markets preferred: Morningstar

ANDREW MCKEAN  |  MONDAY, 21 OCT 2024
... investors open to looking beyond the index - Morningstar said it sees greater merit in global markets, such as Chinese equities on valuation grounds and other select emerging markets. Global equities broadly rallied, with China hailed as a "standout ...

ETF winners and losers in September

ANDREW MCKEAN  |  THURSDAY, 10 OCT 2024
... the iShares China Large-Cap ETF up 20.1%, and the VanEck FTSE China A50 ETF, which gained 18.4%. VanEck said Chinese equities were the "Cinderella story" for September, having turned around from being one of the worst performing equity markets. China's ...

Political risk pushes institutional investors to cash: Report

ELIZA BAVIN  |  WEDNESDAY, 10 JUL 2024
... and cyclical doubts challenged views in both equity and bond markets," Metcalfe said. "Investor optimism toward Chinese equities faded in June with flows falling back from above to simply average levels. This did not deter stronger long-term investor ...

The tide is turning for North Asian equity markets: Maple-Brown Abbott

ELIZA BAVIN  |  TUESDAY, 12 MAR 2024
... positive effect on capital allocation. "We believe these reforms will be a multi-year tailwind, and with Korean and Chinese equities trading at deeply discounted valuations, such positive developments are far from priced in," Main and Ho wrote in an ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... emerging market (EM) opportunity set. "While more favourable fundamentals bode well for non-China EM equities, Chinese equities remain attractive from a valuation perspective and given our forecast for a gradual RMB appreciation," she said. "Thus, actively ...
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