Though US presidential elections are approaching fast and Brexit uncertainty is still riding high, China is the biggest macroeconomic risk right now, according to fund selectors attending the recent Expert Investor forum in Barcelona, organised by FSA’s sister publication Expert Investor.
Author Archives: Fund Selector Asia
SDR inclusion sends billions into China treasury bonds
Despite a weakening RMB, foreign holdings in Chinese government bonds grew another RMB 12bn ($1.78bn) to RMB 398bn ($58.9bn) last month, the 12th consecutive month of increase.
The rise and rise of Asia’s consumers
Rising household wealth is transforming Asian economies and creating opportunities for global investors, according to Sharat Shroff, portfolio manager at Matthews Asia.
Matthews Asia on India: Event sponsor video interview
Sunil Asnani, portfolio manager at Matthews Asia, who runs the firm’s India strategy, answers three questions about India equities.
Singapore and Hong Kong race for fintech edge
Regulators are moving at uncharacteristic speed, signing cross-border fintech agreements, creating `sandboxes’ and talking up the advantages of their home markets as fintech innovation hubs.
Value Partners CEO resigns
Timothy Tse Wai-ming is to “pursue other business interests and opportunities” after working in the Hong Kong-based fund house for 10 years.
HK bans former UOB rep for 10 years
The Securities and Futures Commission has banned Lawrence Lai from re-entering the markets for 10 years after misconduct in trading led to a HK$50m ($6.45m) loss in 2011.
Deutsche Bank WM overweights China equities
The bank has moved to an overweight on its China equities allocation from an underweight at the start of 2016 after selling India equities, said Tuan Huynh, chief investment officer and head of portfolio management for the wealth management division in Asia-Pacific.
HNWI digital advisory targets Singapore affluent
Crossbridge Capital and Morningstar are collaborating on a newly-launched digital advisory platform that targets HNWIs and US expats, which they believe are under-served in Asia.
T. Rowe Price on tech investing: Event sponsor video interview
On the sidelines of the Investment Forum in Hong Kong, Jennifer Martin, portfolio specialist at T. Rowe Price, discusses technology investing.
