investment strategy

Apr 10, 2019

ShanghaiMore than ever, China’s markets are opening up to foreigners. Romil Patel looks at how this is working in practice.

Apr 10, 2019

Globe_handsMore than four decades on from Deng Xiaoping’s reforms, millions in China have been lifted out of poverty. Its real economy is robust – and compared to many parts of the world, almost too competitive, writes Romil Patel.

Apr 10, 2019

Jun_LiAs China continues to open its financial sector to foreign investors and embed itself ever deeper into the global economy, now is the time to handpick the stocks and investment targets that foreign investors crave, says Jun Li, chief investment officer of Sagard China.

Apr 10, 2019

Our panel discussed China’s growth story as it opens its financial markets further to foreign investors, MSCI inclusion in major benchmark indices and the battle for technological supremacy. Chaired by Romil Patel in London.

Apr 10, 2019

Nidhi_MahurkarIt is only a matter of time before China merits its own allocation distinct from global emerging markets, says Nidhi Mahurkar of Investec Asset Management. She believes active management is crucial.

Apr 10, 2019

Wei_YaoWith China and the US close to a trade deal and Beijing stepping up policy stimulus, we expect the Chinese economy to be on a more stable footing later this year, says Wei Yao, Chief China Economist at Societe Generale.

Apr 10, 2019

BuildingsA survey for this magazine found that desire for Chinese investment is rising, with equities favoured – and yes, MSCI inclusion does matter. George Mitton reports.

Apr 09, 2019

Allianz Global InvestorsA report released by Allianz Global Investors (AGI) has delivered a wake-up call to the active management industry, revealing that only 23% of global investors surveyed believe their active profiles are worth the cost.

Apr 09, 2019

Sustainable_investingInvestors are increasing environmental, social and governance (ESG) investments in line with the UN’s sustainable development goals (SDGs) framework, according to a study by BNP Paribas Securities Services (BNPP SS).

Apr 09, 2019

BlackRock_branchThe world’s largest asset manager has set its sights on expanding in China, as the world’s second-largest economy liberalises its financial markets.

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