The equity market in Russia had a miserable 2017, but it may perform better in 2018 due to the expectation of interest rate cuts and an expanding domestic economy, said Nick Timberlake, head of equities at HSBC Global Asset Management.
Author Archives: Fund Selector Asia
Vietnam (again) in the spotlight
Vietnam stands out among frontier markets because of economic growth, favourable stock valuations and abundant natural resources, argues Joshua Crabb, head of Asian equities at OMGI.
Pictet WM: Look again at China’s banking sector
David Gaud, chief investment officer at Pictet Wealth Management in Asia, said skeptical investors should reconsider Chinese banks because of an acceleration in good credit and better fundamentals.
Schroders: Beware of inflation risk
Inflation expectation is prioritised as a major risk in the fund managed by Patrick Brenner, head of multi-asset investment Asia at Schroders.
Maybank AM acquires PNB’s fund business
Malaysia’s Maybank Asset Management is acquiring two mutual fund businesses of Permodalan Nasional Berhad (PNB) in Malaysia and Singapore, the firm announced.
Man Group launches hedge fund in China
Man Investment Management (Shanghai), Man Group’s wholly foreign-owned enterprise (WFOE), registered the first hedge fund via the private fund management (PFM) licence route.
Robeco: China’s AM regs, US tax reform risks
Hong Kong’s equity market is likely to see a slowdown in mainland investment next year due to some new regulations and the proposed US tax reform could hit the technology sector, said Victoria Mio, co-head of Asia-Pacific equities and chief investment officer for China at Robeco.
HK domiciled funds see $1.85bn in outflows
Equity funds drove net outflows of Hong Kong-domiciled funds in 2017, in a reversal of 2016 when they recorded net inflows.
J Safra Sarasin poaches from Deutsche Bank
Bank J. Safra Sarasin said it has hired Onnah Liew for its ultra high net worth team in Singapore.
HEAD-TO-HEAD: Seven China equity ETFs compared
FSA compares no fewer than seven China equity ETFs available to Hong Kong investors tracking the same index, the CSI 300.
