#china | Fortuna AMC

Sep 29

Chinese stocks post best week since 2008

“The government is very determined not only to reactivate the economy, but to send a message to the market and that message is to get...

Jul 25

India Closing In On China In Emerging Market Index – Commentary

Insights from Rob Brewis, Investment Manager at Aubrey Capital Management, on India closing in on China as the largest country in a...

Jul 10

China: Where are pockets of value rising from the dust?

The world’s second-largest economy has recently experienced its fair share of headwinds, but discerning investors can still find...

Jun 24

Value Partners Group's David Townsend: Unlocking the potential of China's A-share market

For more than two decades, China's domestic stock markets have beckoned foreign investors with the promise of riding the wave of the...

Jan 24

China Markets Bounce on Moves to Reverse 3 Years of Declines

The Hang Seng Index shot up by 3.5% on Wednesday, while the Shanghai Composite rose by 1.8%, thanks to signs of stronger action by...

Oct 4, 2023

Why India Is 40% Of Our Portfolio

Written by: John Ewart | Aubrey Capital Management You have strongly overweighted India and slightly underweighted China compared to the...

Oct 2, 2023

India is putting the brakes on China

John Ewart, fund manager at Aubrey Capital Management, explains why he is heavily overweight India compared to the MSCI EM Index. China,...

Aug 31, 2023

China crisis? What China crisis?

Recent developments in the world’s second largest economy present a worrying picture, but, as Andrew Holt discovers, investors should not...

Jul 18, 2023

Investing in China’s Greater Bay Area

Funds Europe speaks with Ronald Chan, founder and CIO of Hong Kong-based Chartwell Capital, who outlines the investment opportunity in...

Jul 18, 2023

Aubrey's Rob Brewis sees India rather than China as top EM draw

Rob Brewis, fund manager of the Aubrey Global Emerging Markets Strategy, has echoed comments in response to the Invesco Global Sovereign...