The inclusion of China’s onshore bonds on the Bloomberg Barclays Global Aggregate Index is seen as a positive development, but don’t expect a surge of capital in the short-term, managers said.
Author Archives: Fund Selector Asia
Video: FSA Investment Forum Bangkok – March 2018
FSA presents video highlights of its 6th Investment Forum Bangkok, which was held on 22 March at the Anantara Siam Hotel in Bangkok.
A themed approach to unlocking EM value in 2018
Among the opportunities in emerging markets this year, theme investing, as well as China deserve a closer look, according to Rob Marshall-Lee, investment leader in the emerging and Asian equity team at BNY Mellon-owned boutique Newton Investment Management.
Value Partners unshaken by tariff moves
Value Partners’ fund manager Frank Tsui said the tariffs may lead to near-term market volatility, creating some buy-on-the-dip opportunities.
FSA Investment Forum Bangkok March 2018
FSA presents photo highlights of its 6th Investment Forum Bangkok, which was held on 22 March at the Anantara Siam Hotel in Bangkok.
Barings: Beyond BATs
Investors in China’s technology sector should look beyond the flagship giants Baidu, Alibaba and Tencent, argues William Fong, director for Hong Kong China equities at Barings.
BNY Mellon: Foreign managers eyeing ETF Connect
Foreign passive fund specialists plan to launch new ETFs in Hong Kong in expectation of selling them to mainland investors through the ETF Connect, according to John Sin, head of asset servicing for greater China at BNY Mellon.
FE Advisory Asia Portfolio review – February 2018
The firm’s balanced portfolio posted a loss in February, dragged down by the global correction in equities, according to FE Advisory Asia.
Aberdeen Standard: SRI is not ESG
While ESG has become an inherent part of risk management, SRI (socially responsible investment) products are, by comparison, designed to meet the demand of specific investors, Aberdeen Standard’s William Scholes told FSA.
Invesco: Tapping into consumer demand
Tapping into the growing consumer demand opportunities in Asia means high exposure to Greater China, but requires caution around high concentration in top stocks, said Invesco’s William Yuen.
