Despite the uncertainty over the outcome of Abenomics, institutional investors are optimistic about structural reforms, according to a survey by BNY Mellon.
Author Archives: Fund Selector Asia
JPM: US financials to outperform global peers
US and Asian equities are preferred when investors’ risk appetite improves, said JP Morgan Asset Management global market strategist Ben Luk.

Pokemon Go fad highights gaming demand
The global mania for Pokemon Go underscores the powerful demand in the video gaming sector, according to Joshua Spencer, portfolio manager at T. Rowe Price.
Alts manager sets up in Hong Kong
US-based AQR Capital Management will focus on sales and client servicing while evaluating China’s investor base.
CS: Capacity cuts boost China’s commodity sector
Commodity prices have rebounded since the start of the year and A-share commodity stocks are expected to outperform in the third quarter, Credit Suisse said.
China’s HNWI urged to diversify offshore
Chinese high net worth investors need to allocate assets overseas to hedge country and currency risks, experts said in a forum held in Shanghai.
Ex-Blackrock credit manager jumps to Thirdrock
The Singapore-based asset and wealth management firm has brought in Suanjin Tan as senior portfolio manager.
Robeco: Time for low volatility strategies
Volatile markets characterise 2016, and investors are warming to investment strategies that reduce risks, according to Tom Naaijkens, client portfolio manager for quant equities at Robeco.
China’s regulator probed 350 AMs
The Asset Management Association of China has completed 69 enforcement requests since last July, which involved 349 firms totaling 1585 products, including four mutual fund houses.
China’s PBs grow AUM as global banks slow
Asia-based private banks grew AUM 17% on average last year versus a 1% drop globally, according to a recent report by Scorpio Partnership.