In fact, asset managers are as bearish as they have been since early 2009 on several counts, according to Bank of America Merrill Lynch's June fund manager survey.
Chinese valuations are not yet in bubble territory, but investors should avoid confusing economic performance with stock-market returns, says emerging-markets head Richard ...
They're bullish on emerging markets, predict the renminbi will be allowed to strengthen and suggest the best exposure to China is through investments outside the country, among ...
Growth and net inflows to emerging-market stocks lead this US-based asset manager to strategically overweight the asset class.
Baring Asset Management’s planned expansion in Hong Kong highlights the importance of China to the firm, says Marino Valensise, global chief investment officer.
Net inflows to emerging market equity funds totalled $26.5 billion in the second quarter of 2009, surpassing the previous record in the fourth quarter of 2007.
New Star fund manager Brian Coffey favours financials and property in China and Hong Kong.