Global asset managers are increasingly positioning their portfolios toward the Indian market as investor confidence in the reform efforts of Prime Minister Narendra Modi deepens.
Author Archives: Fund Selector Asia
Shift from high yield products
High yield bonds look expensive and investors should review their portfolios and consider other income-generating vehicles, according to JP Morgan Asset Management.
Singapore retail investors less confident
Singapore retail investors are turning less confident due to growing expectations of a weaker global economy, according to a survey by JP Morgan Asset Management.
Amundi overweight on Indian equities
Amundi Asset Management is overweight on Indian equities, but said there could be some disappointments in the short-term due to the sharp run-up in domestic indices.
Schroders RQFII license for Singapore business
Schroder Investment Management (Singapore) has received a Renminbi Qualified Foreign Institutional Investor license from the China Securities Regulatory Commission, which will enable it to tap the investment opportunities in China’s onshore markets.
East Capital launches frontier markets fund
East Capital has launched a new frontier markets fund focused on “young and fast-growing” markets with an emerging middle class and strong consumption growth.
Cerulli on China smaller funds
The China Securities Regulatory Commission’s is cracking down on small “zombie funds”, but a rash of fund terminations remains unlikely, according to Cerulli Associates.
Threadneedle Columbia Management
Threadneedle Investments will, in the first half of the year, rebrand its business as Columbia Threadneedle Investments, a name that represents the combined capabilities of the firm and its US-based affiliate Columbia Management.
India and China appeal to top equity funds
India and China, two of the best performing Asian markets, have emerged as the favored country bets for most of the top performing Asia ex-Japan performing funds in 2014.
HSBC Global AM upbeat on Chinese equities
China is the cheapest market in the world in terms of valuations, according to HSBC Global Asset Management, which is generally bullish on Asian equities this year.
