U.S. fund investors hike China exposure despite trade strife

Published 08/23/2018, 07:31 PM
Updated 08/23/2018, 07:40 PM
© Reuters. FILE PHOTO: Shipping containers are stacked at the Paul W. Conley Container Terminal in Boston
US500
-
SPNY
-

By Trevor Hunnicutt

NEW YORK (Reuters) - U.S. fund investors apparently saw a buying opportunity in China despite ongoing trade tensions, adding their most exposure to that market since January, Lipper data for the latest week showed on Thursday.

Investors bought $572 million shares in U.S.-based funds that invest primarily in Chinese equities during the week ended Wednesday, according to the research service.

U.S. and Chinese officials ended two days of talks on Thursday with no major breakthrough as the bilateral trade war escalated with the activation of another round of dueling tariffs on $16 billion worth of each country's goods.

Yet investors are expecting Beijing to continue counteracting the effects of the dispute with increasingly relaxed monetary and fiscal policies.

China last week reported downbeat economic data, but rolled out a $14 billion urban railway plan and pushed local governments to speed up issuance of special bonds for the funding of infrastructure projects.

"They're continuing to do more and more," said Komson Silapachai, vice president of research and portfolio strategy at Sage Advisory Services Ltd. "We just think that China has reversed course."

But there were still some signs of risk aversion in the market. Money market funds, where investors park cash, collected $4.2 billion during the weekly period, after investors pulled out $2.2 billion the week before, Lipper said.

U.S.-based energy sector mutual funds and exchange-traded funds (ETFs) posted $701 million in withdrawals during the week, the most pulled from those funds since September 2016, the data showed.

© Reuters. FILE PHOTO: Shipping containers are stacked at the Paul W. Conley Container Terminal in Boston

The S&P 500 energy sector (SPNY) has fallen 3.7 percent over the past three months, including dividends, following oil prices lower. Crude prices have been hurt by worries about the global economic growth outlook given trade tensions.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2025 - Fusion Media Limited. All Rights Reserved.