Asian bonds might offer better returns in the short run, but it is equities investors should look at in the long term, said JP Morgan Asset Management Asia chief market strategist Tai Hui.
Author Archives: Fund Selector Asia
SSGA cuts Japanese, European equities to neutral
The downgrade follows expectations of limited further policy support in a negative rate environment, according to Thomas Poullaouec, managing director and head of strategy and research for Asia Pacific at State Street Global Advisors.
UBS prefers equities to bonds
The bank has tactical overweight positions on equities and prefers US equities relative to high-grade bonds.
Value Partners profit slumps on poor performance
Does Value Partners’ fund performance justify its tanking stock price, net profit and assets under management since the A-shares crash in the second half of last year?
Local currency EM debt downturns to continue
The local currency emerging market debt is currently having an “exceptionally long period of underperformance”, according to Simon Lue-Fong, Pictet AM’s head of emerging market debt.
Bosera AM plays on China’s onshore yield
Some Chinese companies have a higher stock dividend yield than bond yield, and portfolio manager Guo Jun uses them to enhance his bond fund.
Investors cool toward BOJ-promoted ETFs
Investors are not convinced that exchange-traded funds tracking Japanese companies that invest in human capital, as promoted by Bank of Japan, are attractive.
SSGA: Gold ETFs to remain strong in H2
Net fund flows into global gold ETFs in the first half this year have already surpassed the same period of 2009 during the financial crisis, as Brexit has created more uncertainties in the global economic outlook.
UBS likes defensive sectors for China equities
A-shares have been range bound, but supply-side reform progress and the expected link between the Shenzhen and Hong Kong markets present tactical opportunities, the bank said.
Hong Kong firms seek alts growth through merger
Carret Private Investments intends to merge its Hong Kong private wealth management business with QL Asset management in hope of expanding the asset base in alternatives.
