Record redemptions from the ex-China strategy came as money managers consider Beijing's latest stimulus push and Chinese AI optimism.
The US tech behemoth signals a strategic pivot with cancelled data center contracts while the Chinese tech giant's shares plunged on news of its $52 billion spending pledge.
Notwithstanding a recent tech-driven rebound in Chinese markets, five- and 10-year lookbacks suggest dropping the emerging-market giant is still the winning strategy.
Mounting concerns around emerging market debt, including a coin-toss presidential race, sparked significant outflows in October.
Emerging market strategies that shun Chinese stocks are gaining traction as investors mull volatility and economic risks.
The leading fixed income asset manager advises investors to fight the "temptation" to run into crowded high-yielding emerging markets.
Those chasing the stimulus-fueled Chinese stock rally may find it difficult to achieve long-lasting gains.
Chinese stocks have been flying for the past month. Should US wealth managers go along for the ride?
The fund tracking offering exposure to nine Chinese mega tech names comes after a record rally in the emerging country's stock market.
Era of 'easy money' in emerging markets may be over for now.
Index highlights international weakness as US economy remains robust.
Local-currency funds are in favor for potential surge.
Emerging markets present high growth potential and unique opportunities to diversify, but they also come with higher risk than domestic markets.
Lower US Treasury yields meant more favorable borrowing costs for emerging markets.
“If everyone's running for the hills, it's got to be the most overwhelming contrarian trade of the year,” a fund manager says.
Bullish sentiment of early 2023 has faded among many analysts.
Emerging markets look more attractive once rich-world bias is corrected.
Investors unimpressed by Beijing's stimulus measures.
Earlier predictions have been trimmed and the #2 economy could still face a hard landing.
Funds most bullish on futures since 2020.
