While the US Federal Reserve looks poised to raise interest rates in 2015, Asian fixed income market will do well as countries like India and Indonesia are expected to benefit from lower commodity prices through lower inflation and lower subsidy bills, said Joel Kim, head of Asia-Pacific fixed income at BlackRock.
Author Archives: Fund Selector Asia
Asia ex-Japan head-to-head
Heading into 2015, Asia’s macro economic environment looks favorable, with China recently announcing monetary easing steps and expectations that India’s central bank will announce a rate cut. Corporate sector growth and in turn the equity markets in the region stand to benefit.
US equities appealing to Asian investors
Some Asian investors are more weighted toward US equities than they have been in the past, but a repeat of this year’s US market performance is unlikely in 2015, said Tristan Camp, investment specialist.
First Lux UCITS approved Hong KongShanghai stock
Regulators have approved the first Luxembourg UCITS to invest in China’s A-shares through the Hong Kong-Shanghai stock connect program.
BlackRock Asian equities in 2015
Asian equity markets are likely to offer improved returns in 2015 as the overall environment shifts toward easy monetary policy conditions, though the preference is for India and North Asia, said Andrew Swan, head of Asian equities at BlackRock.
Baring AM awarded RQFII licence
The RQFII licence will allow Baring Asset Management direct access to mainland Renminbi-denominated equity and fixed income securities.
China easing measures supporting local stocks
Following the recent rate cut by China’s central bank, asset managers said they expect the announcement of further easing measures, which are likely to be supportive of stock markets.
Local partnerships must for global AMs
Foreign asset managers aiming to establish an Asia footprint should develop partnerships with local managers to gain wider access to the retail investor base, according to a Cerulli study.
Japan small cap head-to-head
Head-to-Head looks at strategies from Fidelity Funds and BNP Paribas Investment Partners that scout for opportunities in the Japanese small- and mid-cap segment.
Amundi JPX ETF launch
The Amundi JPX-Nikkei 400 UCITS ETF carries a TER of 0.18%, which Amundi says is the lowest in the market for this exposure.
