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China Confidential - Premium Investment Insight

11 October 2011

Peng Gan, Manager of Baoying, tells China Confidential Funds that keeping an eye on the politics of dealmaking is key for a resource fund manager.

Peng Gan also says he is bearish about non-ferrous metal stocks because these stocks — along with cement, construction and steel stocks — are exposed to slowing fixed asset investment in China.

In addition, we look at:

- Fund performance and the growing sense that there may be little downside for the market from here as outflows from equities slow to a trickle.

- Why QDIIs have had such a poor year, with only Fullgoal Global Bond Fund showing returns nearly equivalent to bank deposits.

- Why flows of liquidity are slowing in almost all asset classes, but art, antiques and gold remain popular.

- Why the new Over-The-Counter market may be approved before the end of this year and what it means. In addition, what the CSRC's intention to promote segregated mandates.



An integrated research service from the Financial Times that provides premium, exclusive analysis and predictions on China investment themes.

Using a dedicated FT team of specialists in China and the UK, it taps Chinese sources from the grassroots to the political elite to forecast key trends and issues. It conducts proprietary research to supply its own insights into industry trends and consumer sentiment. By filtering the work of the best Chinese analysts and academics, it keeps you current on key debates as they unfold inside mainland China. Its broad aim is to help the professional investor navigate through the Chinese investment landscape.


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