The Chinese A-share market is a bubble waiting to burst, according to Schroders head of Asian equities in Singapore.
Author Archives: Fund Selector Asia
Eastspring Asian Balanced vs First State Bridge
This week’s Head-to-Head puts balanced fund strategies from Eastspring Investments and First State Investments against each other.
Pictet AM favors Japanese equities
Pictet Asset Management is upbeat on Japanese equities and sees compelling investment opportunities arising out of improved corporate earnings growth.
Nikko AM appoints chief strategist
Nikko Asset Management has appointed Naoki Kamiyama as a chief strategist.
Irish fund association
The Irish Fund Industry Association (IFIA) is exploring ways to list the first UCITS fund on the Stock Connect, according to the association’s Hong Kong representative Conor O’Mara.
Chinas brokerage suspension
Mainland market volatility that is expected to characterise 2015 was clear on Monday after a 7.7% plunge in the Shanghai index, driven by price declines in shares of Citic Securities and Haitong Securities.
HK investors positive on markets
A majority of Hong Kong investors have a positive outlook on global and local markets in 2015, led by upbeat sentiments toward emerging markets and increased confidence in Chinese equities, according to a survey by J.P. Morgan Asset Management.
Swiss equity volatility Schroders
Last week’s move by the Swiss Central bank to break its currency peg to the euro has resulted in volatility in local stocks, but this does not impact the long-term investment opportunities available in Swiss equities, said Stefan Frischknecht, fund manager at Schroders.
Swiss equity funds hit on Swiss bank Franc move
The Swiss Central Bank’s exit from the euro peg was like “ripping the lid off a pressure cooker” when an intermediate solution would have been more sensible, said Simon Cox, investment strategist at BNY Mellon Investment Management.
Principal Global reshuffles top management roles
Principal Global Investors has reshuffled the portfolios at the top management level, with its current Asia chief executive Andrea Muller taking over from Kirk West in the role of executive director-head of international distribution.
