The firm’s Hong Kong-based manager explains his core investment philosophy and why he sees financials as the next big value opportunity in Asian equities.
Author Archives: Fund Selector Asia
Mirae lays bets on passives
Korea-based Mirae Asset has ambitious plans for global ETFs and Hong Kong will play a key role, said global head of ETF business Taeyong Lee.
ESG’s biggest challenge: Data
Lack of robust data and reporting standards hinders ESG implementation, according to Lou Maiuri, executive vice president at State Street.
Video: Henderson Global on China: Opportunities for profit growth
May Ling Wee, China equity portfolio manager, answers three questions on investing in China.
NNIP: EM momentum to continue
EM debt should perform well despite rising US bond yields and a stronger dollar, argues Marcelo Assalin, head of emerging market debt at NN Investment Partners.
HEAD-TO-HEAD: First State vs JP Morgan
FSA compares the First State Global Resources Fund and the JP Morgan Global Natural Resources Fund.
AMAC: China’s mutual funds need revolutionary change
The industry needs to have a “supply-side revolution” as it is now too retail-oriented, focusing on short-term profitability, said Hong Lei, president of the Asset Management Association of China (AMAC).
In case you missed it – Fund News and Updates
Schroders and Vanguard launches funds for MPF’s default strategy; China’s AUM hits $9trn; Hong Kong’s SFC increases enforcement activity; Singapore’s MAS fines a fund manager for late submissions; more fintech partnerships and more…
Multi-Asset: Investing opportunities in a reflationary world
Francesco Sandrini, head of multi-asset securities solutions at Pioneer Investments, considers where new opportunities in multi-asset can be found against an expected reflation scenario.
Video: First State Investments on EM debt
Manuel Canãs, deputy head of global emerging markets debt, First State Investments, answers three questions about EM debt.
