The erratic performance of Chinese stocks is not giving investors the confidence to commit their funds for the long haul, according to top private bankers at Deutsche Bank and Lombard …
“There are more clients coming back to look at the China market and asking us about market views,” Liu Minyue, an investment specialist at BNP Paribas Asset Management in Hong …
Bridgewater, the world’s biggest hedge fund with US$197 billion of assets, held US-listed depositary shares in 18 Chinese companies valued at US$578 million on December 31, compared with holdings in …
Lombard Odier is the latest to sour on China, cutting allocation to the nation’s assets over concerns about the outlook for the world’s second-largest economy and geopolitical risks. It is …
More global fund managers are turning away from Chinese stocks due to “chronic disappointment” with the economic outlook and market slump, trimming their allocations by the most since April, according …
Gauges of consumer stocks have been the worst performers on the MSCI China Index since the end of September, after the real estate measure. The aggregate market value of companies …
Asian fund managers remained unconvinced about getting back into Chinese equities, even as they count among the cheapest globally. Concerns about a banking crisis as well as property market woes …
The gloom has infected the stock market, with the CSI 300 Index tumbling 14 per cent so far this year. After a 22 per cent slump in 2022 and a …
Some leading fund managers are positioning themselves for a bull run in Chinese stocks, as they bet on a lasting economic recovery to revive confidence and appetite for equities trading …
Beaten-down Chinese stocks are likely to face a long winter ahead as the ongoing property turmoil poses a risk to the economic recovery, at a time when policy support provides …