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.
Author Archives: Fund Selector Asia
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.
Stock pickers find China bargains in the mess
The ongoing volatility in Chinese shares, triggered by concern over the country’s growth prospects, has reduced valuations to a point that is creating opportunities for stock pickers, according to some fund managers.
