Fast growth for small caps in India and China is buoyed by high GDP growth and structural reforms, explains Krishna Kumar, portfolio manager at Eastspring Investments.
Author Archives: Fund Selector Asia
Lat Am, local debt, high yield
Latin American bonds can be an attractive source of yield in the low interest rate environment, but hedges should be in place to protect against any spike in inflation, argues Guillermo Felices, senior market strategist at BNP Paribas Asset Management.
Video: Neuberger Berman on fixed income
High yield can absorb volatility from higher interest rates, explains Adam Grotzinger, senior vice president and client portfolio manager in fixed income at Neuberger Berman.
HEAD-TO-HEAD: Allianz Global Investors vs Kempen International Funds
FSA compares the Allianz Europe Small Cap Equity Fund with the Kempen European Small-Cap Fund.
Invesco, Value Partners obtain China PFM licenses
Invesco and Value Partners have announced that their wholly foreign owned enterprise (WFOE) subsidiaries in China have registered as private fund managers with the Asset Management Association of China (AMAC).
Video: Aberdeen Standard Investments on small caps
What is a better indication that small caps have conditions for growth than Fed watching? Ross McSkimming, investment director of equities at Aberdeen Standard Investments, answers that and other small cap questions.
Asia’s fund selectors turn bullish on China
Q3 data shows warming sentiment toward China among fund selectors and asset allocators in Hong Kong, Singapore, Thailand and Malaysia, who told FSA they intend to add to their Chinese equity allocation in the next 12 months.
Which firm will become the `Fidelity of China’?
A winning Chinese AM model is not just about scale but strategic M&A and cooperation with foreign managers, according to consultancy firm Casey Quirk, a part of Deloitte.
Taiwan to set up fifth “sandbox” in Asia
Taiwan officials plan to join other regional countries in setting up a regulatory sandbox to support fintech development by the end of the year.
ESG is necessary, but elusive
ESG considerations in the investment process are crucial, but it is not practical to try and quantify the impact of ESG on investment performance, argues Chris Durack, CEO of Schroders’ in Hong Kong and head of the firm’s institutional business for Asia Pacific.
