Latest investment strategy news

  • BRI opens up ABS opportunities, say experts

    As the Belt and Road Initiative (BRI) opens up investment opportunities in emerging markets, it also exposes participants to high credit risks. But instead of seeking insurance coverage, some bankers are turning to securitization for an answer — a move that can lower risk and accelerate return on capital.

    • 27 Sep 2017
  • The Buy Side: Investec finds value in Panda bonds

    Panda bonds issued by non-red chip foreign names are being snubbed by Chinese investors with a home bias – an opportunity international investors should not overlook, Wilfred Wee, portfolio manager at Investec Asset Management, told GlobalRMB in a wide-ranging interview.

    • 25 Sep 2017
  • The Buy Side: Sweden’s Andra still bullish on A-shares

    In this new column, GlobalRMB will be speaking to investors from around the world about their views on RMB assets. In the first instalment, Swedish pension fund Andra speaks about its long-standing commitment to China’s equity market.

    • 19 Sep 2017
  • RMB round-up: Safe official wants CNH and CNY to merge, AXA IM launches short dated China bond strategy, ex-HKMA head urges RMB trading for HK stocks

    The State Administration of Foreign Exchange (Safe)’s deputy head says the onshore and offshore renminbi markets should merge, AXA Investment Managers (AXA IM) launches a new strategy to buy short dated onshore RMB bonds, and the ex-boss of the Hong Kong Monetary Authority (HKMA) suggests Hong Kong-listed stocks should trade in renminbi.

    • 15 Sep 2017
  • The HK RQFII race is back on

    The long-awaited expansion of the Hong Kong RMB qualified foreign institutional investor (RQFII) quota, coming at a time of increased appeal of China assets, has triggered a rush by global money managers to get a piece of the action.

    • 01 Sep 2017
  • Aberdeen Standard picks new China head

    The Chinese arm of Scotland-based Aberdeen Standard Investments announced the appointment of a general manager for its wholly foreign-owned enterprise, the firm said on August 22.

    • 22 Aug 2017
  • Clearstream readies Bond Connect offering, but foreign investors still cautious

    Deutsche Borse is preparing to launch a Bond Connect offering later this year to further facilitate China access, but data from across the market shows global investors are still weighing up the China fixed income opportunity.

    • 18 Aug 2017
  • HK-based A-shares funds to get boost from RQFII injection

    The People’s Bank of China nearly doubled Hong Kong’s renminbi qualified foreign institutional investor (RQFII) quotas on June 5. Market participants say the move will meet growing demand for RMB assets following MSCI’s inclusion of A-shares.

    • 05 Jul 2017
  • Market reactions round-up: MSCI A-shares decision

    MSCI opened the door to A-shares in a landmark moment for China's reform and renminbi internationalisation agenda. Regulators, investors and analysts widely welcomed the decision, with many underlining that while initial impact of the inclusion may be limited, the first step has been taken to a rebalancing of global portfolios towards RMB assets.

    • 21 Jun 2017
  • Markets not holding breath over A-shares inclusion

    The fate of Chinese A-shares in the MSCI emerging market index will be known on June 21 at about 4.30am Hong Kong time. While the likelihood of inclusion has gone up after MSCI’s latest consultation paper from March, experts are not expecting sizable capital inflows into Chinese equities to follow.

    • 20 Jun 2017

Investment strategy news archive

Panda Bonds Top Arrangers

Rank Arranger Share % by Volume
1 Bank of China (BOC) 28.15
2 CITIC Securities 21.52
3 China CITIC Bank Corp 9.93
4 China Merchants Bank Co 9.38
5 Industrial and Commercial Bank of China (ICBC) 7.73

Bookrunners of Asia-Pac (ex-Japan) ECM

Rank Lead Manager Amount $m No of issues Share %
  • Last updated
  • Today
1 CITIC Securities 10,183.83 64 5.56%
2 Goldman Sachs 8,976.54 43 4.90%
3 China International Capital Corp Ltd 8,901.21 43 4.86%
4 UBS 8,890.80 66 4.85%
5 Citi 7,644.83 55 4.17%

Bookrunners of Asia Pacific (ex-Japan) G3 DCM

Rank Lead Manager Amount $m No of issues Share %
  • Last updated
  • Today
1 HSBC 27,924.87 185 8.23%
2 Citi 25,014.91 153 7.37%
3 JPMorgan 20,970.12 120 6.18%
4 Bank of America Merrill Lynch 17,836.24 92 5.26%
5 Deutsche Bank 14,203.43 78 4.19%

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