China Report 2014

ShanghaiAs China opens up its capital markets, investors are waiting for index compiler MSCI to respond by including Chinese A-shares in its Emerging Markets index. But when will that happen? George Mitton reports.

MetronomeFollowing the first interest rate cut in two years, all eyes are once again on China’s authorities to deliver a soft landing for the economy, writes Nick Fitzpatrick.

The stock connectThe initial enthusiasm around the programme that links the stock exchanges of Shanghai and Hong Kong has faded and trading volumes have dropped, partly because Ucits funds are not eligible to trade under it. Stefanie Eschenbacher reports. 

Philippe SeyllFunds Europe talks to Philippe Seyll about Clearstream’s China strategy and the importance of global connectivity.

The Chinese asset managers at our panel are bullish about growth in their home market and are agreed on one thing it is expensive to expand in Europe. Chaired by George Mitton in Hong Kong.

TF Cheng and Chi LoAs China opens its capital markets and promotes privatisation, asset managers such as BNP Paribas Investment Partners, see a chance to generate attractive returns for clients.

Side mirrorChinese equities stand to become a normal part of global equity portfolios in years to come. Nick Fitzpatrick finds that the renminbi ETF is a vehicle towards that.

LightsThe debt problems in China do not worry all equity managers, and even where this is an issue, Nick Fitzpatrick finds reforms are promoting confidence.