A stock with a high price-to-earnings ratio doesn’t necessarily trigger a sell signal, argues Joanna Kwok, managing director and a portfolio manager within JP Morgan Asset Management’s Asia-Pacific regional team.
Author Archives: Francis Nikolai Acosta
Francis is editor for Fund Selector Asia, covering the asset and wealth management industry in Asia. He joined Last Word Media in November 2016 as a senior journalist and became deputy editor in 2019. Previously, he was a reporter at Ignites Asia, A Financial Times service, also covering the region's asset management industry. He has a Master's degree in journalism from The University of Hong Kong.
Thai investors plow $590m into REIT fund
TMB products were among the best and the worst in terms of first half fund flows in Thailand, according to Morningstar data.
Singapore AM industry breaches S$3trn
Assets in Singapore’s asset management industry increased 12.7% in 2017, according to Ravi Menon, Monetary Authority of Singapore’s managing director.
Coco and China fixed income at top and bottom in Q2
Coco funds are among best fixed income performers while China-focused funds were among the worst on a three-year return basis at the end of the second quarter.
Chinese HNW move toward wealth preservation
Wealth managers in China have to be more pro-active about promoting and educating clients about wealth preservation solutions, according to An Kelles, Hong Kong-based business development director for Greater China at Jersey Finance.
Green funds turn red amid trade tension
The trade conflict between the US and China has negatively affected investor sentiment, but Luciano Diana, Geneva-based head of environmental strategies, believes it is only noise, despite the negative effects on his fund’s portfolio.
Allianz GI makes a case for struggling Asian equities
Trade tensions and a strengthening US dollar have hit Asian equity markets, but Raymond Chan, Hong Kong-based chief investment officer for Asia-Pacific equities at Allianz Global Investors explains why he remains positive on the asset class.
In case you missed it (6 July 2018)
Finance and banking marketing directors earn way more than industry peers; Schroders’ WFOE installs fixed income manager; Aviva Investors creates Asia head of institutional sales role; institutional investors to raise emerging market debt exposure; Ostrum AM shuns tobacco investments; and more…
Value Partners shares lessons learned in Europe
Bringing a Ucits fund with an Asia strategy to Europe for distribution is not the best way to enter the market, according to Hendrik Von Ripperda-Cosyn, Value Partners’ London-based country head and senior director for EMEA sales.
Could a hedge fund mixture lead to better results?
Industry sources suggest combining various hedge fund strategies to address diversification and ease downside risk, but the issues of high fees and performance remain.
