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China equities
Funds
China rally is just an opportunity to sell for many global funds
The nascent rebound in Chinese shares is at risk of becoming yet another false dawn.
August 04, 2023
Investing strategies
Asia to outperform in 2H2023; Japan to see consolidation following 'sharp' rally: UBS
Across Asia ex-China, UBS prefers India and Thailand, while seeing opportunities in Asean new economy leaders.
July 27, 2023
Global Economy
'Early indicators' of earnings correction already visible, but look to China: Fidelity
“These are glaring indications that businesses are beginning to feel pressure on their profit margins.”
March 16, 2023
Global Markets
Watch for policy pivot in China, overstretched stocks in India
While India was a 2022 investment darling, China is the only area where a policy pivot is upon us.
January 12, 2023
Investing ideas
Stay invested in quality companies with pricing power in 4Q: DBS
DBS reiterates healthcare and luxury as two long-term secular themes.
October 13, 2022
Investing strategies
UBS: Strike balance between value cyclical and reopening beneficiaries in China
China has seen nascent signs of recovery which includes 100 biggest property developers seeing new home sales up 61.2% MoM.
July 28, 2022
Investing strategies
Overweight China, US and Japan equities; diversify into gold and commodities: DBS
Find out why the bank also thinks that simply holding cold, hard cash is not a viable strategy, even with rising interest rates.
July 07, 2022
Investing strategies
Investors should not ignore opportunities in China equities and credit, says Amundi
There are many interesting opportunities in China that investors can explore.
April 07, 2022
Investing strategies
Look beyond China's mega-caps and recent regulatory actions
Look beyond the big names like Tencent Holdings, Alibaba Group Holdings and Meituan.
October 14, 2021