China back in vogue

Sentiment towards China has appeared to turn positive since the correction in mid-August, with three straight weeks of positive country flows. Valuations appeared more attractive after the correction and as concerns over a sharp tightening in monetary policy faded, investors felt comfortable to place their trust in the China story. Chart 3.3 shows flows to China funds on the whole doing ok – Hong Kong, China, Taiwan and Greater China, with Greater China in particular posting inflows of $76m in week ending Sept 10.

China Confidential Funds

China Confidential Funds, a new research service launched by FT China Confidential, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money. Click here to find out more.

Other Articles on this Issue

• Macro View

  Talking bubbles, but spending more

• The Big Call

  Domestic brand cars to ramp up market share

• Capital Intensive China

  Real Estate – Bubble, what Bubble?

• Postcard From No 528

  International board: a Barmecidal feast?

• Consumer China

  Internet ads – Search and Rescue

  Sohu – Buoyed by games

  Sina – Behind the curve

  Baidu – Search Successful

• Financial China

  Banks’ Net Interest Margin rebounding

  Bank regulator blinks on credit tightening

• Guest Column

  Banks, property and large caps to shine

• Forbidden City

  Renminbi internationalisation – The master plan

• The Best of Chinese Commentators

  Following the hot money

  How sustainable is the economic rebound?

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