Reuters carrying the result of their latest monthly poll 31 July
- cutting to 9 month lows
- trimming suggested bond exposure for next 3 month to 10% from 10.6%
- suggested cash allocations for next 3 months raised to 15% vs 13.1%
- fund managers
- rise in metals prices helped boost optimism for mining sector
Reuters have polled 8 China-based fund managers.
Meanwhile FX price action all quiet still as European desk begin to stir.
USDJPY 110.50 EURUSD 1.1737 GBPUSD 1.3128 AUDUSD 0.7984
Latest Reuters poll of China-based fund managers now out