There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?
Author Archives: Fund Selector Asia
Matthews Asia: Why Asian high-yield debt could shine
Selective opportunities in Asian high-yield could deliver attractive risk-adjusted returns, even amid rising US interest rates, argues Teresa Kong, portfolio manager at Matthews Asia.
In case you missed it – Funds Updates and News
Monetary Authority of Singapore organises its second fintech festival; First State hires two executives for North Asia distribution; a China Post & Capital Fund fund manager arrested for insider trading; Hong Kong’s SFC warns firms about ransomware WannaCry; Simmons & Simmons launches an online resource for hedge fund start-ups in Hong Kong; and others…
HEAD-TO-HEAD: Fidelity vs First State
FSA compares the Fidelity India Focus Fund with the First State Indian Subcontinent Fund.
Time to buy China’s treasury bonds?
Chinese government bond yields have surged due to regulatory actions, presenting a buying opportunity, according to several fund managers.
Will onshore bond funds challenge dim sum?
China’s newly announced Bond Connect may boost the domestic bond market as RQFII-based funds underperform dim sum bond funds in 2017.
Will MSCI include China’s A-shares? Five views
FSA asked several professionals from asset management firms for their view on the MSCI’s upcoming decision to include China’s A-shares in its emerging market indices.
`Bond Connect’ approval opens China’s market further
Following the Stock Connect scheme, Bond Connect aims to become the most convenient channel for foreign institutional investors to enter the Chinese fixed income market, industry sources said.
The best and the worst funds – April 2017
JP Morgan, Schroders, UBS, Castlestone, Kotak, SLI — these firms had funds among the best and the worst performers over the last three years. FSA runs the data on funds available to Hong Kong and Singapore investors.
Thai investors warm to multi-asset income funds
Siam Commercial Bank is the top fund asset gatherer in Thailand in 2017 thanks to high net inflows into its income-oriented global asset-allocation funds, according to Morningstar.
