The likelihood of an interest rate hike by the US Federal Reserve could spell trouble for emerging economies, particularly those in ASEAN.
Author Archives: Fund Selector Asia
Rate hike still likely this year: fund houses
The Federal Reserve’s positive outlook for the US economy and for the unemployment rate suggests an interest rate hike is still highly possible this year, according to several fund managers.
Optimism on Japan persists despite S&P downgrade
Although Standard & Poor’s downgraded Japan’s credit rating by one notch to A+ last week, several fund houses say that they remain optimistic about the country’s potential.
The hunt for exceptions
Alexander Darwall, head of European equities for Jupiter Asset Management, is an FE Alpha Manager who has typically outperformed his peer group over a long track record. He explains his approach and names some world class assets that he believes can prosper in a variety of economic environments.
Fund houses wary of China reform
China has been under scrutiny the past few weeks, and it seems industry sources have a growing concern over the government’s economic reform efforts.
Are currency funds set for a comeback?
Commodity trading advisor (CTA) strategies should benefit if market volatility remains high for a sustained period, and currency-focused funds are a particularly good bet, argues Harmen Overdijk, managing partner at Hong Kong-based Caidao Wealth.
Fed’s decision to keep rate near 0% affirms expectations
As it turns out, Jim McCaughan, CEO of Principal Global Investors, has been right after all when he said in June that “market turmoil will lead the American central bank to postpone a rise in interest rates.”
HEAD-TO-HEAD: Franklin Templeton vs JP Morgan
Fund Selector Asia compares the Franklin Global Real Estate Fund and the JPM Global Property Income Fund.
China’s sideshow against market “manipulators” hides the real issues
The forced confession of a journalist, interrogation of a fund manager and investigation of hundreds for spreading market rumours are wrongheaded moves that undermine investor confidence.
Mandarin Capital: Larger does not mean better
With greater emphasis being on size rather than returns amid the recent financial rout in Asia, investors are no longer achieving the optimal diversification in their portfolios, Nitin Dialdas, CIO of Mandarin Capital, told Fund Selector Asia.
