During the worst period of the 2008 financial crisis, FSA finds that Hong Kong fixed income funds were the only category in positive territory .
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Foreign firms peck at China’s $9trn bond market
Despite the inclusion of onshore bonds on some global indices, portfolio managers have taken minimal exposure to the onshore bond market, citing the payment settlement issue as a key obstacle.
China equity: A case for active management?
Actively-managed China equity funds are the top performers, while ETFs lag in FSA’s ranking of best and worst China equity products at the end of Q1.
Thailand may get bond fund tax
Kasikorn AM’s Benjarong Techamuanvivit gives FSA an update on both Thai regulations and where she sees product demand.
The challenge of ESG data disclosure
Adoption of environment, social and governance (ESG) measures in a fund relies on trust in the reporting from the companies, and disclosure and transparency remain a major challenge, according to David Li, senior portfolio manager at Impax Asset Management.
ETFs in Asia: Too much of the same?
Hong Kong-based Premia Partners believes ETFs with thematic variety can gather assets and the firm expects to launch up to six Asia-focused smart beta products this year.
SPIVA: Few of Japan’s active managers beat the index
Most Japan equity fund managers investing internationally have a hard time outperforming their indices over the long term, according to S&P Dow Jones Indices’ semi-annual SPIVA Japan report.
CBH watching volatility, wary of bonds
Market volatility gives wealth managers a valuable opportunity to gauge their clients’ true risk appetite, according to Kevin Liem, chief investment officer at CBH Asia.
How will AI change asset management?
Nigel Faulkner, head of global technology at T Rowe Price, sees artificial intelligence as a solid support technology, but he believes it is unlikely AI will be making final investment decisions.
China SOEs: good or bad investment?
China’s government does not have enough tools to manage leverage and provide liquidity to China’s state-owned enterprises (SOEs) in case of a downturn, argues Jupiter’s Alejandro Arevalo.
