Funds that focus on China consumption are among those that should benefit from the expanding Chinese middle class, which has overtaken the US to become the world’s largest.
Author Archives: Fund Selector Asia
Selective picks of Japan equities
The OECD slightly reduced its forecast of Japan’s economic growth to 0.6% from 0.7% for the year, but industry sources say certain sectors and companies remain good investment opportunities.
Manulife AM continues hiring spree, adding two
Manulife Asset Management has appointed Frederick Reidenbach as CFO for its Asian wealth and asset management arm, and Grace Ho as CMO for the same business unit.
SLI likes Chinese tech stocks
Despite China’s economic slowdown, the mainland’s technology sector, particularly e-commerce, is likely to expand in 2016, according to Standard Life Investments.
OMGI: EMs have many small, considered bets
Emerging markets currently face a wall of negative sentiment and some very real risks, but according to Josh Crabb, head of Asian equities at Old Mutual Global Investors, there are selective opportunities.
Head-to-head: Threadneedle vs Invesco
For investors around the world, 2015 is turning into a year best forgotten. Stocks, commodities and currency funds are suffering, and even the tiny gains in bonds are being gobbled up by inflation.
Aberdeen carries out double Asian fund launch
Aberdeen Asset Management has launched two Asian bond funds.
Investors demand EM companies strengthen balance sheets
Emerging market instability is sending jitters through the industry and even spooked the US Federal Reserve from raising interest rates in September.
Henderson hires from two rivals to grow Asian team
Henderson Global Investors (Henderson) has hired two portfolio managers from rival firms Lloyd George Management and Franklin Templeton, in line with its strategy to grow its Asia ex-Japan equity products.
India’s fault lines show amid China slowdown
India’s resilient consumer spending has insulated the country from the financial turmoil raging on in China and other emerging markets. Fuelled by domestic consumption, India continues to grow while other emerging regions – such as ASEAN – are struggling with over-production and under-consumption.
