The sharp rebound in Chinese stocks so far this year has surprised many investors, writes Truman Du and Rob Mann, senior portfolio managers at Nikko Asset Management.
Notwithstanding the false dawn in the first half of 2015, when domestic equities momentarily perked up, the Shanghai Shenzhen CSI 300 index - one of China's main equity barometers - has generally underperformed...
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
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In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
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