Buying into India is a bet that is becoming increasingly popular with fund houses as the shine on Brazil, Russia and China starts to fade.
Author Archives: Fund Selector Asia
HEAD-TO-HEAD: Fidelity vs JO Hambro
Fund Selector Asia compares the Fidelity Asian Special Situations Fund and the J O Hambro Capital Management Asia ex-Japan Fund.
Bangkok Forum review: Robert Samson, Nikko AM
The third of three video interviews features Robert Samson, senior portfolio manager, Nikko Asset Management Asia. He presented at Fund Selector Asia’s Bangkok Forum, and in the video he talks about how one can utilise a multi-asset approach to gain better risk-adjusted returns.
Fed has good reason to hike rates by December
Ken Leech, Western Asset Management’s CIO said that while accommodative monetary policy is critical in the current climate of weakened demand, the US Federal Reserve has a good reason to hike interest rates before the end of the year.
Amundi AM appoints Ho as CIO, deputy CEO
Amundi Asset Management revealed this week that it has appointed Anthony Ho as CIO Asia ex-Japan Equities and deputy CEO of Amundi Hong Kong.
Chinese boutique fund house sets up EAM desk
Shenzhen-based boutique Munsun Asset Management is building a team to service private clients, as it sees Chinese individuals and families looking to diversify their international exposure.
Emerging markets growth story still intact
Emerging markets experienced steep declines this year, suffering far worse than their developed counterparts with the aggregate emerging market indices losing almost a quarter of their value since reaching highs in late April.
Asia ex-Japan equity funds see $8.8bn in outflows
August saw the greatest monthly outflows from emerging markets of all times. Asia, the origin of last month’s global market correction, was particularly hard hit.
Energy-indexed funds at risk from oil collapse
Energy-indexed funds could come under fresh pressure as fund houses are predicting that oil prices have more room to head south before bottoming out.
Advisers see China recovery, India favoured
One in two financial advisers using Cofunds is anticipating a Chinese market recovery, but India looks more promising, according to research from the platform.
