The practicalities of the Shanghai-Hong Kong Stock Connect

China’s spectacular growth over the past decade has been one of the more successful emerging market stories of recent times. Yet, this growth in domestic wealth has so far had limited impact on the international equity markets, with cross-border investment flows remaining largely untapped due to strict capital controls. This may be about to change. […]
Investment Strategy

Managers bullish on Chinese and Indian corporate debt

Australian investors are being urged to increase their exposure to Chinese and Indian credit, owing to imminent political change, low default rates and high yields. Corporate emerging market debt represents only 5 per cent of the BofA Merrill Lynch Global Corporate Index, but AXA Investment Managers has double this exposure in several of its strategies. […]