In an unexpected move late Friday, China cut interest rates for the first time in over two years in an effort to drive economic growth.
Author Archives: Fund Selector Asia
Hunt for yield in 2015
The search for yield and income should remain the key focus for investors in 2015 as the divergent monetary policies of the US, Europe and Japan, unprecedented since the global financial crisis, could lead to a rise in market volatility, according to JP Morgan Asset Management.
LGM Investment poaches Fidelity Ma
LGM Investments, part of BMO Global Asset Management, has poached Fidelity Investments’ Stephen Ma to head Greater China equities, as the firm prepares to launch a China-focused UCITS vehicle for investors in Asia, the Middle East and Europe.
Japan equity not expensive Schroders
Market volatility has increased since Prime Minister Shinzo Abe postponed a planned consumption tax increase and called for a snap general election, but Schroders said equity markets are supported by expected corporate earnings growth.
Asian Smaller Companies head to head
For this week’s feature, Fund Selector Asia takes a look at funds from Aberdeen Asset Management and Franklin Templeton Investments that invest in Asian small-cap companies.
Asia pension funds stepping up alternatives
Pension funds in Asia Pacific are making a major shift in allocation, increasing exposure to risky investment classes over the next three years in order to boost returns, according to a State Street study.
Richard Jeffrey bond markets
Apprehension concerning overall growth prospects has knocked inflation expectations in recent weeks, exacerbated by falling energy prices and disinflation in the eurozone.
The potential for China ETFs
China equities have been in a spotlight with the Stock Connect going live earlier this week and the government’s continued measures to open up the onshore market for global investors.
First State Lau on expanding dividend universe
Dividend yields are harder to find in Asia today than they were ten years ago, but India offers some attractive ideas, said First State’s Martin Lau, director, Greater China equities.
Global dividends at record high
Global dividends reached a record of $288bn in the third quarter, registering a 3.8% year-on-year growth with the US remaining the main driver followed by emerging markets, according to the Henderson Global Dividend Index.
