As the dust (hopefully soon) starts to settle on last week’s market carnage, investors are out pointing fingers at the biggest losers, and speculating on whether they could be tomorrow’s big winners.
Author Archives: Fund Selector Asia
EMs present rich opportunities for PE
Despite the continued sell-off in emerging markets, current growth concerns should not be extrapolated to be the beginning of a long-drawn financial crisis or a growth collapse in Asia, Richard A Piliero, head of private equity, Southeast Asia, Franklin Templeton Asset Management said.
Shaky political climate in ASEAN poses risk
ASEAN’s slowing growth and volatile political climate is worrying and presents risk, Elizabeth Soon, portfolio manager of PineBridge Investments said in an interview with Fund Selector Asia.
An Indian summer in the global equities maelstrom – BlackRock
India should be Asia investors’ next port of call in the ongoing equities maelstrom, says BlackRock’s Andrew Swan, though we must hope that the China storm does not become a global one.
Moody’s: Little risk of credit crisis in EM
In a contrarian view, ratings agency Moody’s said it believes that the risk of a downward spiral and financial contagion is unlikely in emerging markets.
ASEAN rebalances after finding the lows
Amid weak growth and currency instability, ASEAN’s potential still remains strong with the region set for a likely recovery by the end of 2015, according to Baring Asset Management.
China, Eurozone may be oversold
Against a backdrop of a downturn in global growth, opportunities have emerged in China and advanced economies with positive growth predicted at 3% in 2016, according to Amundi Asset Management.
Opportunities from central bank largesse
Central banks in the US, Europe, Japan and China believe they can address slowing growth with forceful monetary policy action, but that keeps inefficient businesses alive, according to Robert McConnaughey, director of global research at Columbia Threadneedle Investments.
HEAD-TO-HEAD: Franklin vs MFS
Amid the rout in global equities and the low yield on fixed income securities, Fund Selector Asia takes a look at two mixed-asset funds.
Why it matters how the fund manager is paid
Issues surrounding performance-linked compensation are important elements in manager selection, gatekeepers say.
