China
Chinese retail boom defies slowdown fears, says Fidelity
Despite resources such as oil, gas and coal being “negatively hit by the slowdown in growth in China”, it’s not all doom and gloom as Chinese consumers “continue to buy more than ever”, according to a recent report published by Fidelity International.
China Post Global buys European ETFs from RBS
China Post & Capital Global Asset Management has acquired 10 Europe-listed ETFs from Royal Bank of Scotland as RBS continues its strategy of selling its non-core UK businesses.
Emerging Markets | 21 Mar 16
Don’t expect a China-led commodities rebound – GAM
China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.
Botox and driverless cars to spearhead China growth – Barings
Asset management firm Barings predicts that strong growth in makeup, Botox, electric vehicles and driverless cars in China will drive performance of its Asian funds, according to head of Asian equities, HyungJin Lee.
The risk that is being ignored
The biggest portfolio risk this year is not yet priced into the market, said Kevin Liem, chief investment officer at wealth management firm TTG in Hong Kong.