Favourite themes include consumption and the emergence of local brands.
Author Archives: Fund Selector Asia
Schroders bets on Asia and emerging markets bonds
The firm warns about risks in the China credit market.
Mutual Fund Top Trumps – Latin America
This week FSA presents a quick comparison of two Latin America products: the Amundi Latin America Equity Fund and the Pinebridge Latin America Equity Fund.
CICC backs Chinese equities
The investment firm identifies three major trends for Chinese equities in 2022.
FSA People Moves (5 January – 11 January 2022)
UBP hires South Asia chief; Morningstar promtes research head; HSBC AM poaches from State Street; Citi name Vietnam boss; UBS adds to Apac ESG bench; Apollo taps HSBC.
2022 predictions: wealth managers
Leading Asia fund selectors identify the opportunities in markets this year.
Robeco aims to protect the planet by engaging with companies
Preserving natural resources amid the drive for net zero emissions underpin Robeco Active Ownership team’s four engagement themes for 2022.
Who’s afraid of higher interest rates?
Investors should remain flexible and seek income from a variety of sources amid an outlook of higher inflation and tighter monetary policy.
BNP Paribas is positive on Chinese equities
The bank expects the Hang Seng Index (HSI) to generate moderate growth in 2022.
DBS overweight US and European equities
DBS said it will stay overweight US and European equities due to negative real rates and elevated equity risk premium (ERP).
