Baring Asset Management sees the potential for a re-rating of the Chinese equity markets after the Chinese New Year holidays.
Author Archives: Fund Selector Asia
FSA Awards Hong Kong 2015
Fund Selector Asia held its first-ever fund management awards event, which was celebrated at the Club Lusitano in Hong Kong on 28 January.
Global dividends set for a breather
Last year, global dividends soared to a record high of $1.17trn, but are likely to see flat growth in 2015, according to Henderson Global Investors.
European equities on managers radar
Portfolio managers are generally upbeat on European equity markets, while they have turned less sanguine over bonds, according to a survey by the Hong Kong Investment Funds Association.
Investec stock connect in Lux range
Investec Asset Management has become one of the first companies to utilise the Shanghai-Hong Kong Stock Connect programme within a Luxembourg domiciled UCITS fund range.
Pension funds manager underperformance
Pension funds dominate the Japans asset management industry, but they are becoming less tolerant of underperforming managers and also their investment horizon is reducing, according to a new research from Cerulli Associates.
China A versus H share strategies
Which has the best potential to outperform, an A-share-focused fund or one that invests mainly in H-shares?
China RRR cut to benefit realty companies
Chinas recent move to cut reserve ratio requirements for banks is seen as benefiting companies with high leverage and in particular real estate developers, according to JP Morgan Asset Management.
Chinese high yield bond valuation attractive
The volatility in Chinese high yield property bond has surged following the recent financial problems faced by troubled developer Kaisa Group, but the sell-off in bonds has made valuations attractive, according to Eastspring Investments.
