Apprehension concerning overall growth prospects has knocked inflation expectations in recent weeks, exacerbated by falling energy prices and disinflation in the eurozone.
Author Archives: Fund Selector Asia
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.
Robin Geffen Japan comment
While ‘momentum investors’ are pushing into the market, others are more sceptical about the immediate impact of Abenomics.
Western AM on India China high yield
Fixed income markets are experiencing volatility with worries over a rate rise, but Western Asset Management believes high yield has a place in a diversified portfolio and sees investment avenues in China and India.
Asia retail investors self directed cerulli
The majority of retail investors in Asia are self-directed and tend not to rely on financial advisers when they make their investment decisions, according to a new research by Cerulli Associates.
Asian markets resilient to US rate hike
While global investors deliberate on pulling capital out of riskier emerging markets in the run up to a US rate hike, Aberdeen Asset Management is confident that Asian markets will prove resilient.
BlackRock Asian Tiger vs Eastspring Asian Bond
Even though the US Federal Reserve is widely expected to start raising interest rates next year, fixed income products still have a place in investors’ portfolios for diversification and income needs.
Room for disappointment in ASEAN high
Rich valuations and high investor expectations in ASEAN markets, combined with expected slowing growth, have created room for disappointment, said Hozefa Topiwalla, managing director at Morgan Stanley.
