The Chinese government is unlikely to provide a meaningful stimulus this year to offset China’s slowing GDP growth, according to a contrarian view by Andy Rothman, investment strategist at Matthews Asia.
Author Archives: Fund Selector Asia
China equity market rerating Baring
Baring Asset Management sees the potential for a re-rating of the Chinese equity markets after the Chinese New Year holidays.
PineBridge appoints Sen as global head of equities
PineBridge Investments has appointed Anik Sen as global head of equities with immediate effect.
FSA Hong Kong Awards 2015
Fund Selector Asias Hong Kong Awards ceremony was held on 28 January at the Club Lusitano.
Japan out of recession Schroders
Japan emerged from recession in the fourth quarter of 2014, but there could still be further policy easing from the country’s central bank, according to Keith Wade, chief economist and strategist.
Income investing opportunities
Income investing opportunities are available across a range of asset classes despite the low yield environment, attendees heard at Fund Selector Asia’s recent Income Forum in Singapore.
China’s equity market set for a re-rating: Baring
Baring Asset Management sees the potential for a re-rating of the Chinese equity markets after the Chinese New Year holidays.
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.
