Why do Chinese tech stocks like Alibaba and Tencent dominate the portfolios of many Asian strategies? And what other companies are attractive right now? We asked David Choa, Head of Greater China Equities, BNP Paribas Asset Management.
Consumers in Asia are a key growth driver for the region and will help shape the future of global consumption, creating attractive investment opportunities, says Joohee An, Mirae Asset Global Investments.
Given the global uncertainty in growth, and China’s own uncertainty, what structural investment opportunities are still available in China? We talked with Patrick Ru, Portfolio Manager, Neuberger Berman.
China's economy is already showing signs of recovery - even thought Q1 data was a backset. Wei Wei Chua, Portfolio Manager at Mirae Asset Global Investments, about the long-term effects the coronavirus outbreak will have on the Chinese economy.
The Chinese bond market has done well during the coronavirus crisis. Stephen Jen, CEO and Co-CIO of Eurizon SLJ Capital Limited, about the reasons and why capital inflow into the market should even be much larger.
Analysts at Fidelity International expect the Chinese economy to regain momentum unexpectedly quickly. Technology equipment suppliers, the chemical and semiconductor industries are recovering faster than expected.
The coronavirus outbreak has caused turmoil in the global markets. We spoke to Khiem Do, Head of Asian Multi Asset at Barings, about how coronavirus is impacting the economies in Asia and when they might recover.
Chinese technology giants Baidu, Alibaba and Tencent (BAT) are benefiting above all from their home market. An interview with Baki Irmak, fund manager of The Digital Leaders Fund, about their impact worldwide.
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