The worst might be over, but we are not at the end of the tunnel just yet. Are we seeing a bumpy road upward? Wait until it’s about fundamental changes rather than a sentimental bounce, fund managers say.
The market wants China's new rules on overseas initial public offerings to clarify the status of cybersecurity reviews and how foreign investors can participate in listings by VIE-structured companies.
China's regulatory crackdown, the Omicron outbreak and a bull-run in developed markets created the perfect storm for emerging markets. Will the sun break through in 2022?
Investable Hong Kong and Chinese equities in the city’s $54 billion MPF mixed asset funds will more than triple to 1,060.
Onshore equities and Renminbi fixed income are believed to generate decent returns for investors under policy easing, while infrastructure may rebound with government support.
Select names in the internet, domestic consumption, tourism, and digital marketing sectors should show decent performances, while the overall market sentiment is expected to pick up after the first quarter.
Nearly 50% of institutional investors and family offices in Asia Pacific intend to increase the number of external managers for their thematic investments in equities over the next 12 months.
Investors should dig deeper into subsectors along the value chain to benefit from China’s carbon neutrality push, Asian equities experts said.
The Korean sovereign wealth fund has divested all $221.5 million worth of its Alibaba equity investments in the US and increased its Baidu holdings by 450% by the end of June.
Government support in carbon neutrality, plus regulation overhauls in the cybersecurity space, have created a favourable environment to further diversify into green stocks.
A regulation overhaul and homecoming of Chinese companies will make Hong Kong and Chinese equity markets more investable for international investors in the long term.
Some short-term re-positioning may be needed, but as regulations become clearer, the valuation of Chinese stocks, especially in the tech sector, remains attractive, experts said.