Strategy The market’s focus on risks to EM from slower Chinese growth creates opportunities for stock pickers
According to Ross Teverson, Head of Global Emerging Markets Strategy at Jupiter, market is overly focused on risk rather than opportunity, EM valuations already price in a very negative scenario and recent weakness has created the opportunity to invest in positive long-term (...)
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Note Emotion is not a sign of weakness for investors any more
New research suggests that rather than staying cold-bloodied and rational the top fund managers use emotion to choose which stocks to buy.
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Innovation BlackRock launches new China A-Share Opportunities Fund
BlackRock has launched the BlackRock Global Funds (BGF) China A-Share Opportunities Fund. The Fund is designed for investors looking for growth, alpha and diversification from the China A-Share market.
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Opinion The year of the rat: China’s Economy is strong but investors need to be on their guard
As China enters the Year of the Rat this Saturday (25 January), Jasmine Kang, Portfolio Manager at Comgest, the independent, international asset management group focused on quality growth investing, believes that China’s growth has become more sustainable but that (...)
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Innovation BlackRock has expanded its Asian equity fund range by launching the BlackRock Global Funds (BGF) China Flexible Equity Fund
The Fund is designed to enable a growing number of investors seeking to access opportunities in both onshore (A-shares) and offshore (H-shares, Red-chips, P-chips, American Depositary Receipts [ADRs], etc.) Chinese equity markets without having the need to allocate to two (...)
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Note Financial crisis indicators and safe haven assets
How to measure the intensity of the current financial and economic crisis? Regular monitoring of a number of economic and financial indicators helps answering this question and better understanding the materialization of panic behavior and portfolio reallocations in the (...)
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Opinion According to ETF Securities, chinese domestic equities could benefit from more economic stimulus
Shadow banking is being reduced, in favor of bonds issued on the financial markets. In fact, to avoid credit drying up, the government, for example, has allowed local governments to issue their own bonds, which should "increase transparency and improve investor (...)
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News The euro jumped by 1% this morning against the US dollar to 1.0836, while defensive assets dropped
The French OAT- German Bund yield spreads tighten by 16bps as market’s pricing in the likely outcome of Macron winning the elections as many French political leaders now support him in an effort to block the Far-right Le (...)
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Strategy The Euro’s Survival and traditional asset classes prospects for 2012
On the basis of the survival «in fine» of the Euro through a constrained and massive indirect monetization from the ECB, what are the expectations for 2012 on foreign exchange, short-term rates, long-term rates and (...)
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News Total Market Cap of China’s Stock Market Jumped by 33% YoY to $12.4T, the Highest Value in Country’s History
The year 2020 was a fantastic year for stock trading in China, with the total market cap of the country’s stock markets reaching an all-time.
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