Frank Tsui, fund manager for Asia ex-Japan equities, said he’s currently avoiding the materials sector and is underweight south Asia.
Author Archives: Fund Selector Asia
FE Advisory Asia Portfolio review – March 2019
Overweight positions in Asia have helped propel the firm’s growth portfolio.
China Top Trumps – Hong Kong Dollar Fixed Income
This week FSA presents a quick comparison of two Hong Kong dollar fixed income products: the Allianz HKD Income Fund and the JP Morgan SAR Hong Kong Dollar Bond Fund.
Video: TT International on Asian equities
Duncan Robertson, portfolio manager of Asia ex-Japan equities, has gone underweight technology due to the business cycle.
Video: FSA Alpha Portfolio Forum Hong Kong 2019
FSA presents video highlights of the inaugural Alpha Portfolio Forum Hong Kong on 17 April at the JW Marriott Hotel.
How multi-asset can help navigate volatility
Against the backdrop of heightened market volatility, slowing economic growth and geopolitical tensions, a multi-asset approach to investing is a good way to capture late-cycle opportunities without taking on excessive risk.
FSA Alpha Portfolio Forums 2019
FSA presents photo highlights of the Alpha Portfolio Forums held in Singapore and Hong Kong on 16 and 17 April 2019 at the Pan Pacific Hotel and the JW Marriott Hotel, respectively.
Why investors should think small in China
An expanding universe of small-cap companies offers a unique opportunity to tap a hotbed for innovation within a segment that for too long has been undervalued, said Tiffany Hsiao of Matthews Asia.
ESG Clarity Symposium Singapore & Hong Kong
Fund Selector Asia in association with ESG Clarity have launched a new event that puts a spotlight on ESG and sustainable investing.
Robo-advisor performance: March 2019
The cumulative returns of Aqumon’s portfolios have so far beaten their benchmark, the MSCI World Index.
