China's most international bank shifts its focus back home to recover losses from earlier subprime exposure.
Fund Flows
Emerging market investors turn risk averse
Brazil, Russia, India and China country equity funds all posted outflows during the week ending November 4, while diversified funds saw modest inflows.
Investors reassess Taiwan, Russia
Investor flows to Taiwan funds accelerated last week, while funds took a closer look at Russian equities.
Investors regain some confidence in Taiwan
Flows to Taiwan funds have seen a recent resurgence, while investor interest in China remains morose.
China fund flows stutter
Investors hesitate on China as they continue to question the sustainability of economic growth in upcoming quarters.
Following the hot money
Is the hot money that flowed into China in Q2 ready to depart now that the US economy shows signs of recovery?
Banks, property and large caps to shine
Too many investors are preoccupied with short-term market fluctuations. But with earnings in certain sectors promising to stay robust into 2010, some stocks are still fundamentally attractive.
China back in vogue
China has recovered its poise and funds are prepared to trust once more.
International board: a Barmecidal feast?
Hopes that an International Board for foreign companies may be launched on the Shanghai Stock Exchange are examined in the cold light of the law.
Taiwan optimism peaked?
Taiwan funds have been posting outflows for seven out of the last 10 weeks.
RENMINBI COMPASS
Renminbi Compass, a new research service launched by the FT, aims to act as a navigational guide through the expanding universe of renminbi asset classes. With the Chinese currency gaining ever-wider acceptance around the world and Beijing taking steps to open its capital account, we are broadening our research coverage to include not only equity funds but also all other important renminbi asset classes, such as chengtou bonds, dim sum bonds, real estate, trust products, underground banking, art, antiques and several others.
