Chinese equities: Will there be a sea-change in sentiment?
As the Year of the Dragon opens with the stockmarket of the world’s second-largest economy at record lows, Portfolio Adviser analyses the myriad headwinds facing China in 2024
Chinese equities
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Will the Year of the Dragon reignite investors’ interest in China?
China has lost $7trn of market capitalisation over the past three years
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Fidelity and Abrdn line-up £1.2bn China trust merger
Abrdn China Investment Company (ACIC) is being wound up
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GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
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Five top-performing EM funds with the lowest exposure to Chinese equities
BNY Mellon, Franklin Templeton and JP Morgan funds all make the grade
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SuMi Trust’s Suzuki: Using Japanese stocks to capture India’s growth
SuMi Trust’s Tatsuya Suzuki discusses how investors can overcome barriers to entry to capitalise on India’s growth
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Antipodes Partners: How troubled China is changing tact to take trade market share
Antipodes’ Alison Savas discusses where she is finding opportunities within Chinese equities despite multiple headwinds
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Tech funds flying high in Quilter’s rankings as Chinese equities slump
Liontrust Global Technology was the best performer
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Darius McDermott: Four routes to tap into an emerging market rebound
There is an element of investors having to roll with the punches, says FundCalibre MD
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China unleashed as the Year of the Rabbit dawns
A sense of optimism surrounds the country’s prospects as it reopens
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Monks disappoints despite ditching Tencent and Peloton
Baillie Gifford trust ejected 20 firms from its portfolio in the past year
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Gam sharpens focus on Asia equities
Investment director Jian Shi Cortesi will lead a revamped team and take charge of two more funds