Investing in China — Risks and Opportunities - TopFunds
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        Investing in China — Risks and Opportunities

  Marriott Asset Management   Q4 of 2023 | 8 months ago

China’s main Hong Kong stock market index — the Hang Seng — has nearly halved on net selling by foreign investors since its post-COVID peak. The index is trading at levels last seen 25 years ago and at valuation lows reminiscent of the 1997 Asian Financial Crisis. In this article, Foord Singapore portfolio manager JC XUE counters the ‘China is not investible’ argument and looks at long-term opportunities for patient investors.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
The Case for Riding Your Winners

Markets look set to revert to the ‘old normal’ as QE-fueled liquidity dries up

Investing in income funds

Finding income, growth and protection of capital during unusual times

Multi-asset investing through a different lens

Did You Know ?
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.

©2012-2024 NGCSOFT

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        Investing in China — Risks and Opportunities

  Marriott Asset Management   Q4 of 2023 | 8 months ago

China’s main Hong Kong stock market index — the Hang Seng — has nearly halved on net selling by foreign investors since its post-COVID peak. The index is trading at levels last seen 25 years ago and at valuation lows reminiscent of the 1997 Asian Financial Crisis. In this article, Foord Singapore portfolio manager JC XUE counters the ‘China is not investible’ argument and looks at long-term opportunities for patient investors.


More Unit Trusts News
5-Year Manco Review: Coronation

5-Year Manco Review: Allan Gray

5 year Manco Review Series Intro

Resurfacing of Retention Funds

Anchor Credo Update

Apex Group Acquires BCI and BIP

More Manco Views
DERIVATIVES ARE NOT THE ENEMY

Silicon Valley Bank and global banking uncertainty

OPTIMISING AFTER-TAX SAVINGS

MAKING THE MOST OF TAX-FREE INVESTING

Risk profiling – combining multiple factors as part of goals-based financial planning

Stanlib Satrix Coronation Oasis Sygnia
©2012-2024 NGCSOFT