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.
Author Archives: Fund Selector Asia
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.
Franklin India vs GS India Equity
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.
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.
