The Japanese economy is not exactly encouraging, but the potential for corporate earnings is another story.
Author Archives: Fund Selector Asia
Nomura appoints Asia WM CIO
Nomura has appointed ex-Coutts MD Johnny Heng as its chief investment officer of wealth management for Asia ex-Japan.
Brazil’s troubles hit equity funds
Political and fiscal turmoil has sent Brazil-focused funds into negative territory, data from FE Analytics shows.
China data shows consumer engine
Brush aside 6.9% GDP growth and look at services and consumption, which now account for more than half of the economy, according to Matthews Asia.
Commodities up pressure on ASEAN
Export-oriented countries in ASEAN will face headwinds as commodity prices are forecast to remain low.
Lazard launches Asia ex-Japan vehicle
Even though sentiment has soured on China and ASEAN, Lazard Asset Management has launched an equity fund targeting Asia.
TPP to impact ASEAN, sources say
The Trans-Pacific Partnership (TPP), inked after five years of negotiations, could turn out to be some rare good news for ASEAN, particularly Vietnam.
StanChart streamlines senior team
Standard Chartered Bank in Singapore has revealed changes among its senior management team as the lender pushes ahead with streamlining operations.
RBC WM stays with China equities
The People’s Bank of China has plenty of firepower left to offset a slowing economy, according to RBC Wealth Management, and “China’s total growth is not falling off a cliff.”
Is the shine on commodities returning?
The world is awash in crude and holds a surplus of metals, but a subtle shift may be starting to take shape among industry players.
