Five funds that offer solid exposure to China
Morningstar’s head of manager selection, Ruli Viljoen, picks funds expected to deliver over the long term
First State
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Fund manager picks – Asia ex Japan equities
A trio of managers talk outlooks, sectors and interesting stocks as the coronavirus bites
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Sauren awards gold medals to 16 EM managers
‘Only the most promising are distinguished with the award’ the firms says
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First State makes Ireland hires to counter Brexit risks
Four senior appointments at group’s new Irish management company will support offering to EU clients
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First State launches China A Shares fund
Ireland-domiciled Ucits fund will take bottom up stock picking approach to Chinese equities integrated with ESG
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First State Investments’ UK funds make their own Brexit
Asset manager joins its peers in shifting EU assets in its UK funds to Ireland ahead of Brexit
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Top rated small asset manager outperforms large peer
Scope’s top small asset manager Comgest outperforms group’s top large manager Kepler-Fonds, according to Morningstar data
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Don’t expect Japan’s QE to end anytime soon
Fund managers remain bullish on Japan’s corporate earnings growth as stagnant inflation seems highly unlikely to spur its central bank into unwinding quantitative easing for at least another two years.
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First State to shut global resources capability
First State Investments has announced its intention to shut down its global resources capability, which will lead to the closure of its £455m Global Resources fund, managed by Todd Warren and Tal Lomnitzer.
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Emerging market debt bulls meet in Paris
Europe’s emerging market debt bulls are especially to be found among French fund selectors,
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storm masks filipino strength
With China’s growth slowing‚ investors may want to consider what else Asia Pacific has to offer. One market showing promise is the Philippines. By Rob Gleeson, head of research at FE