China Report 2014

ShanghaiAs China opens up its capital markets, investors are waiting for index compiler MSCI to respond by including Chinese A-shares in its Emerging Markets index. But when will that happen? George Mitton reports.

MetronomeFollowing the first interest rate cut in two years, all eyes are once again on China’s authorities to deliver a soft landing for the economy, writes Nick Fitzpatrick.

The stock connectThe initial enthusiasm around the programme that links the stock exchanges of Shanghai and Hong Kong has faded and trading volumes have dropped, partly because Ucits funds are not eligible to trade under it. Stefanie Eschenbacher reports. 

Philippe SeyllFunds Europe talks to Philippe Seyll about Clearstream’s China strategy and the importance of global connectivity.

The Chinese asset managers at our panel are bullish about growth in their home market and are agreed on one thing – it is expensive to expand in Europe. Chaired by George Mitton in Hong Kong.

TF Cheng and Chi LoAs China opens its capital markets and promotes privatisation, asset managers such as BNP Paribas Investment Partners, see a chance to generate attractive returns for clients.

Side mirrorChinese equities stand to become a normal part of global equity portfolios in years to come. Nick Fitzpatrick finds that the renminbi ETF is a vehicle towards that.

LightsThe debt problems in China do not worry all equity managers, and even where this is an issue, Nick Fitzpatrick finds reforms are promoting confidence.

Sponsored articles

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

Mar 16, 2017

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Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

Executive Interviews

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

Roundtables

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.