If the regulator allows the weighted voting rights structure, it will tilt Hong Kong’s stock market toward tech stocks, bringing higher valuations but also increased volatility, argues Tobias Bland, CEO of Enhanced Investment Products.
Author Archives: Fund Selector Asia
SFC: Cross-border schemes impact HK’s ETFs
The cross-border links with China’s onshore equity market has helped reduce the number of Hong Kong synthetic ETFs investing in the A-share market, according to a recent SFC study.
Hot Hong Kong market breaks historical record
Who needs the S&P? Hong Kong’s red-hot stock market yesterday closed at the highest point since its inception in 1891, breaking the previous record set in October 2007 as China optimism soars.
Mifid II forces AMs to rethink research
Asset managers selling Ucits products in Asia are now subject to new Mifid II rules, which will force decisions on their strategy for research, said Maurice Meijers, CEO of Robeco Singapore.
Capital Group: ‘People want a correction’
Optimist Andy Budden, the firm’s investment director, believes the global synchronised recovery is likely to continue in 2018, but investors should protect portfolios against rising volatility.
BoS: Hunt for China’s tech theme in healthcare, finance
Investors with an appetite for China’s new technology opportunities should look to sectors where they are applied, rather than overvalued tech companies, argues Johan Jooste, chief investment officer at Bank of Singapore.
Principal to raise stakes in JVs with Malaysia’s CIMB
CIMB Group plans to sell partial stakes in its asset management subsidiaries to joint venture partner Principal Financial Group, according to CIMB’s filing with Bursa Malaysia.
Schroders poaches head of multi-asset from Amundi
Schroders has hired Reginald Tan as head of multi-asset products for Southeast Asia to replace a team member who left last year.
HEAD-TO-HEAD: Invesco vs JP Morgan
FSA compares two Asia-Pacific mixed-asset funds: the Invesco Asia Balanced Fund and the JP Morgan Asia Pacific Income Fund.
Citi PB: Reforms to boost China’s old economy in 2018
Chinese banks, seen as risky by many investors, are looking attractive in 2018 due to ongoing reforms, said Ken Peng, Citi Private Bank investment strategist for Asia-Pacific, who also likes China’s industrial sector.
