Citywire Selector: Star Manager Stats – Greg Kuhnert
The Chinese A-share market is an untapped treasure trove, says Greg Kuhnert. The manager of Investec’s All China Equity fund talks to Margaryta Kirakosian about how he uncovers long-term gems from both the old and new economy
Corporate governance, advocacy and engagement in China: winds of change
Corporate governance has improved since the early days of the Chinese stock market in the 1990s. It has been modernised, in terms of both the legal and regulatory frameworks, in line with its increasingly open markets.
The Zen Series
China is in the midst of a bicycle bubble. This Chinese bicycle bubble is now spilling over into the rest of the world. It appears to us that this bubble can tell us a lot about how China is changing internally, and how it is changing the world.
Why China now? An underappreciated opportunity
are improving and
valuations still look
The China Update: Chinese equities - Finding alpha in the ‘old’ and ‘new’ economies
We believe the Chinese market offers good long-term investment opportunities, across both the ‘new’ and the ‘old’ economy.
Chinese New Year: Five investment themes for the ‘Year of the Dog’
Chinese New Year is set to arrive on 16 February 2018, leaving behind the Year of the Rooster and ushering in the Year of the Dog. What are the key themes to look out for in the coming canine-related year?
Interview: Stock Connect turns three
Wenchang Ma, Assistant Portfolio Manager, Investec All China Equity Strategy, answers questions about the relevance of Stock Connect for international investors into China and the broader investment case for China.
Podcast: An active focus on China
Wenchang Ma, Assistant Portfolio Manager at Investec Asset Management, discusses China and highlights the need for an active investment approach for the country.
The Journal Volume 3: The evolution of China’s capital markets
We are embarking on a new era in global markets: it is likely to be one that has China’s increasing integration into the global financial system at its core.