Eastspring, Schroders, Pinebridge and Neptune are among the asset managers aligned in their bullish views on Japan in 2015, citing further improvements in corporate sector earnings on the back of the continued weakening of the yen.
Author Archives: Fund Selector Asia
VAM Funds taps China’s clean energy sector
VAM Funds believes China’s clean energy sector is poised for high growth over the next five years, driven by increasing consumption and government initiatives, said Martina Turner, lead portfolio manager.
JPM AM Aviva Asia acquisition
J.P. Morgan Asset Management has acquired Aviva Investors’ Asia Pacific Real Estate vehicle.
HtH Aberdeen Baillie Gifford Japan
This week’s head-to-head pits two leading Japan funds against each other.
Japan snap election reactions
With Shinzo Abe safely ensconced at the head of the Japanese politics for the next four years following a decisive snap election victory for the LDP-Komeito coalition on Sunday, debate now moves on from the outcome to its implications.
Hong Kong protests commentary
Are Hong Kongs pro-democracy protests a threat to society? To Beijing? And could they turn violent? Will they persist indefinitely? Robert Horrocks, CIO Matthews Asia, comments.
China slowdown much more a concern Pioneer
China’s slowing GDP growth is much more a concern for Asian markets than the impact of likely rise in US interest rates, according to Andrew Feltus, senior vice president and portfolio manager at Pioneer Investments.
VAM fund manager taps China energy
VAM Funds believes China’s clean energy sector is poised for high growth over the next five years, driven by increasing consumption and government initiatives, said Martina Turner, lead portfolio manager.
Aberdeen starts operations in Indonesia
Aberdeen Asset Management Asia has launched its business in Indonesia as a fully licensed onshore fund manager.
Is the referendum on Abenomics an opportunity
Japan goes to the polls on Sunday with fresh downgrades to measures of the country’s economic performance weighing heavily on voters’ minds.
