The agricultural sector has been in negative territory for five years, putting specific food and food input companies at attractive valuations, according to Baring.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
EM worry clouds 2016: Principal Global
A “third wave” in the global financial crisis could come from emerging markets, said Bob Baur, chief global economist for Principal Global Investors.
Asia-focused income fund raises $126m in 3 weeks
The surge of capital into the Bank of Singapore and Lion Global Investors fund reminds asset management firms of opportunities with the right products when negative sentiment weighs on markets.
PGI plucks ex-MAS exec to head SEA business
Celestine Khoo, the former head of external fund management at Singapore’s regulatory body, has been hired by Principal Global Investors.
The pluses and minuses of Japan’s negative rates
Japan’s surprise move to negative interest rates on Friday is both a “welcome boost” for investor confidence, and in another sense, a failure of policy, sources said.
A strong bet on Vietnam’s quiet progress
Vietnam’s market hit bottom in 2012, argues David Roes, and since then his hedge fund has shifted from wider Asean market exposure to a 90% allocation to Vietnam.
Morningstar Asia hires investment director
The firm hired a hedge fund investment analyst to oversee teams in China, Hong Kong and Singapore.
Survey: IIs see low-yield world as the big challenge
A majority of institutional investors want to diversify away from “highly correlated” stocks and bonds and are concerned about meeting long-term liabilities.
Announcing the FSA Fund Award winners…
Here are the Hong Kong winners of Fund Selector Asia’s second annual fund management awards, led by JP Morgan winning in four categories.
Video interview: SLI’s Milligan on risk in 2016
Standard Life Investments’ head of global strategy, Andrew Milligan, answers three questions put to him by FSA.
