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On Money in the Market, Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC, Qontigo, to find out more about China's economy including the divergence between return and sentiment, and the outlook on Chinese equities in the second half.
Olivier d’Assier, Head of Applied Research of Asia-Pacific at Qontigo, says China’s regulators and the government are trying to make sure that the country is “on target” after last year’s “big miss.”
Following a push from local authorities and significant evolution in ESG data disclosure, investors can now access reliable corporate information and invest in Chinese companies leading in sustainability.
“Supply chain disruptions from lockdowns (in China) would not only hurt Chinese manufacturers but regional ones as well... The absence of positive news means investors will stay away instead of participating in bargain-hunting,” said Olivier d’Assier, Head of Applied Research, APAC at Qontigo.
The first collaboration between Postal Savings Bank of China and Qontigo will allow the lender’s clients to access a portfolio of large Chinese equities chosen for their sustainability scores and optimized to limit deviations from the benchmark in terms of risk and industry allocation.
Qontigo, a global provider of indices and analytics and part of Deutsche Börse Group, has licensed the STOXX PSBC China A ESG Index to Postal Savings Bank of China (PSBC). The index serves as an underlying for an onshore wealth management vehicle launched by PSBC. The index applies an ESG score, exclusionary screens, and incorporates Qontigo’s quantitative portfolio construction tools.
“We have a situation now in China where economic growth is already predicted to be lower than what was targeted by the government,” said Olivier d’Assier, Head of Applied Research - APAC at Qontigo.
Listen to Olivier d'Assier appearance on CNA National Asia First. In his segment, which starts at the 2:18:55 mark, Olivier covers US-China relations and their influence on market sentiment, as well as the corporate bond market situation.
The A-share market is up 18% in 2020 as improving economic data emboldens domestic investors in the first country hit by COVID-19.
China’s weight may dominate Emerging Markets, but returns and risks have gone their own way. Emerging Markets in aggregate have not mirrored China’s recent equity-market gains. And while China’s risk has spiked, Emerging Markets’ risk has continued to fall.
Olivier d'Assier, Head of Applied Research, APAC, at Qontigo, explains ways for investors to prosper in the Year of the Rat in the South China Morning Post.
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