Ninety One

While the weight of global retail investment flows has swung behind climate-related themes in the past two years, that is not the case in all countries. Take a large developing nation such as South Africa for example. Ninety One, the listed global fund manager with a range of asset strategies and a long pedigree in…

China is to get its third stock exchange, in Beijing, to augment the main Shanghai exchange and the smaller, tech orientated, Shenzhen exchange. The new Beijing exchange was announced by Xi Jinping, the president, in a surprise statement on September 2, with scant details provided about the plans for its operation. According to Wenchang Ma,…

The China growth story is well known to international investors but the best way to access profitable growth and the various risks continue to evolve as part of that story. In a session devoted to ‘Investing for Change in China A-Shares’ at last week’s JANA annual conference (September 16), Wenchang Ma, Hong Kong-based portfolio manager…

It’s not just about the higher yields, although that helps. It’s also about the correlation between hard and local currencies. And Australian investors are in pole position. In a series of discussions with the firm’s Australian investors and others recently (August 23 – September 3), Grant Webster, head of Ninety One’s emerging markets ‘blended debt’…