Some Sectors in China Are Quietly Doing Well in Its '2-Speed Economy'
"Consistent bad news from the property sector has overshadowed more resilient parts of the economy," analysts at AllianceBernstein wrote.
Source: businessinsider.com
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Janus Henderson taps ex-Fidelity head of APAC equities research for China role
Janus Henderson has hired Victoria Mio as portfolio manager and head of Greater China equities.
Source: investmentweek.co.uk
China will no longer lift all boats, so investors must place bets carefully, look across Asia: JPMorgan private banker
Investors cannot ignore China, but they should be selective about their allocations this year, according to Alex Wolf, managing director and head of investment strategy for Asia at JPMorgan Private Bank.
Source: scmp.com
SGX securities turnover up 1% in November; posts record commodity derivatives volume
Reits saw their most active daily turnover since March 2023. Read more at straitstimes.com.
Source: straitstimes.com
China, U.S. Have Wide Valuation Gap Between Them
Equity valuations for the U.S. are twice those of China, the widest the valuation gap has been in 20 years.
Source: etftrends.com