UBS Wealth Management’s bubble index shows London and Hong Kong at the highest risk globally for a housing market bubble.
Author Archives: Drew Wilson
Drew Wilson is editor of Fund Selector Asia. Previously he was editor at a publication covering private equity.
Asia selectors tilt toward Europe
Asia-based fund selectors overwhelmingly hold a strong preference for European equities, according to a survey at FSA’s investment forums in Hong Kong and Singapore.
Contrarian moves on EM exposure
Claire Shaw explains why she recently increased weighting to European companies with heavy exposure to out-of-favour emerging markets.
China’s Fosun opens AM firm in Russia
Shanghai-based Fosun Group has opened an asset management business in Moscow to seek investment opportunities.
Markets could see $300bn from China’s pension funds
China’s pension funds can start investing in local markets in 2016, according to government officials.
Asian investors strengthen local equities bias
Asian investors clearly prefer domestic equities, where they expect up to a 26% yield, according to a survey report by Eastspring Investments.
Market `underestimates’ SDR basket inclusion
The RMB fixed income market will benefit if the IMF puts China’s currency in the Special Drawing Rights basket of reserve currencies, according to Raymond Gui, portfolio manager at Income Partners.
New Capital brings four funds to Hong Kong
New Capital, a brand of EFG Asset Management, has launched four Irish-domiciled UCITS funds in Hong Kong.
Ex-JB exec to expand Carret in Asia
The New-York-based asset manager has hired Kenneth Ho to drive the firm’s regional multi-asset business.
Rothschild WM appoints North Asia head
Audrey Zau will lead the North Asia business as the firm aims to grow its family office clients.