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Chinese equities
US Presidential Race
Gaming, restaurants, and communication services identified as top picks in the Chinese equity market: Morningstar
Morningstar’s top stock picks include Tencent, Kweichow Moutai and Yum China.
24 days ago
China Focus
Mixed sentiments on China equities following revival efforts: Morningstar report
Despite Beijing's series of surprise stimulus measures, fund managers remain cautious about Chinese equities.
October 09, 2024
Investing strategies
China’s markets still have genuine potential despite soured sentiments
To spur the slowing housing market, Chinese authorities have started to announce several easing measures.
September 14, 2023
Investing strategies
Higher structural inflation here to stay; owning Chinese equities a 'no-brainer': Pictet
Pictet's 10-year view on economies is that the global economy has now entered a "regime" of sustained structural inflation.
September 15, 2022
Tong's Portfolio
Switch to Chinese from US equities paying off
Again, we expect EM equities may well underperform in the near term, but we believe they will outperform over a longer period.
July 14, 2022
Tong's Portfolio
Rebalanced…reduced US and increased Chinese equity exposure
Supply disruptions and shortages are, by and large, beyond the control of central banks.
June 02, 2022
Global review
Despite debt concerns and geopolitical uncertainty, the Chinese economy is still alive and kicking
Will China be the carp that leaps across the dragon's gate in 2021?
January 15, 2021
Fund Watch by The Edge
UBS-AM stays vested on China and Asia on post-lockdown recovery and favourable trends
Chinese equities, which have outperformed the US and European markets year-to-date, remain favoured by UBS Asset Management.
October 09, 2020
Investing ideas
UBS-AM stays vested on China and EMs on post-lockdown recovery and favourable trends
Chinese equities, which have outperformed the US and European markets year to date, remains favoured by UBS Asset Management, with some showing clear signs that China’s economy is recovering from the Covid–19 lockdowns.
July 17, 2020
China Focus
China stock rout puts US$613 bil of share pledges at risk
(Oct 17): The rout in Chinese equities is throwing the spotlight on $841 billion of shares pledged as collateral for loans.
October 17, 2018