FSA presents a selection of research commentary released this week.
Author Archives: Fund Selector Asia
Former JPMorgan VP in HK disciplined by SFC
Fok Chi Kin, a vice president at JPMorgan Funds (JPF) until April 2016, was temporarily banned from re-entering the industry for transferring proprietary information and client data to a new employer.
Schroders sells China offshore and buys onshore
The firm’s China-focused portfolio has been taking profits from offshore-listed equities and increasing exposure to both A-shares and mainland bonds in the past few months, said Ricky Tang, Schroders multi-asset product manager.
Are investors in China ETFs shifting to new economy bets?
While global investors pulled out of China ETFs in 2017, many bought the Kraneshares CSI China Internet ETF, which saw the biggest inflows in this category, according to data from Morningstar.
What next after MSCI inclusion?
Wealth and asset managers give their views on the implications of the MSCI inclusion of A-shares and where they find investment opportunities onshore.
MSCI decision has strongest impact on iShares
Blackrock iShares account for the bulk of AUM of ETFs that will be affected by MSCI’s decision to include China A-shares in its emerging markets indices, according to Morningstar data.
MSCI A-share inclusion a small first step
Largely within expectations, the MSCI will add Chinese A-shares to its emerging markets indices starting in May next year – a symbolic rather than impactful move in the short run.
Allianz GI: Indonesia tax amnesty boosts bond appeal
The tax amnesty brought in tax revenue, lowering the fiscal deficit and enhancing the appeal of government bonds, according to Allianz GI’s David Tan.
Fullerton brings in three for investment teams
Fullerton Fund Management has a new head of equities, co-head of multi-asset and head of fixed income, all effective July 1.
Stricter suitability requirements to roll out in China
All products that mainland Chinese can invest in will have to meet newly-introduced suitability requirements starting July 1.
