For months the European equity market has been in the spotlight for many reasons, bad and good. This past week has been overshadowed by final stage negotiations between Greece and its creditors..
Author Archives: Fund Selector Asia
Moderate return expectations from Europe
Following the European Central Bank’s massive quantitative easing programme, which was announced in November last year, European equities have rallied perhaps a bit too much, according to the firm. “Given that valuations are sitting at a 10-year high on a forward price-to-earnings metric, strong earnings growth is increasingly necessary to justify these valuations,” the firm […]
A share on MSCI to erode product differentiation
Axa Investment Managers and M&G Investments recently echoed these views and said passive funds in particular are likely to lose distinction as they all realign their portfolios to include A-shares. A-share inclusion would have a “knock-on effect for the passive investment industry”, said Matthew Vaight, global and Asian emerging markets fund manager at M&G. “Over […]
China’s HNWIs flood UK with investor visa applications
In 2014, more than 1,580 applicants for investor visas were Chinese, compared to 507 the year before, research from Radius Equity reveals. The investor visa scheme encourages high-net-worth individuals to invest in British companies in exchange for the right to apply for citizenship after five years. Despite the scheme proving to be a great success […]
Baring says to invest on the pullback in China
“In the very short term, the combination of profit-taking to invest in new issuance after the strong run we have seen [in indices] and the potential for tighter controls on margin financing could see a continuation of the market volatility we have seen in recent weeks,” Luo said. “After a very strong start to the […]
Mirae eyes China hk crossborder scheme
Mirae Asset Global Investments intends to distribute its products through the mutual recognition of funds initiative between China and Hong Kong, according to Jung Ho Rhee, chief executive and director of Hong Kong business.
Aviva reweights HY bonds from India to China
Asian high yield bonds are undergoing a turnaround phase this quarter as the prospects of Chinese issuers improve following monetary easing measures, according to Tim Jagger, senior vice president and portfolio manager for Asian fixed income at Aviva Investors.
India and Indonesia stories wearing thin
”Significant good news” is needed to sustain market momentum in India and Indonesia, according to Tim Jagger, senior vice president and portfolio manager for Asian fixed income at Aviva Investors.
Chinese QE – more curse than blessing?
Expectation is mounting that China is planning its own version of quantitative easing and investors weighing up how to play the world’s most populated country may struggle to assess the situation.
Vanguard launches first S&P 500 ETF listed in Hong Kong
Vanguard, which now has five ETFs in Hong Kong, said the total expense ratio (TER) of the new fund would be 0.25% annually, making it the lowest cost US equity ETF available in the special administrative region of China. “Today’s launch of the Vanguard S&P 500 Index ETF demonstrates our ongoing commitment to the Hong […]
