Thailand’s wealthy have low exposure to offshore investment products, underscoring the opportunity for foreign managers, according an SCB Julius Baer report.
Author Archives: Rupert Walker
HSBC GAM rolls out fixed maturity fund
The 2.5 year fixed-term bond fund aims for a 3.5%-4% yield and will be marketed to retail investors in Hong Kong and Singapore.
Aegon AM set to launch WFOE
Netherlands-based Aegon Asset Management has signed an MOU with the Shanghai Lujiazui Administration Bureau to establish a wholly foreign-owned enterprise (WFOE).
DWS tips EM Asia stocks and credit
The US-China trade dispute continues to weigh on asset prices, but DWS’s CIO sees upside in parts of Asia, particularly China.
HSBC GAM to launch EM green bond fund
The fund will have IFC as an anchor investor and the managers will look for non-financial sector green bonds issued by developing countries.
Applying ESG to HY bonds
ESG principles can be integrated into the high yield bond selection process, and the most effective way is by using both external and internal methods, according to an M&G fund manager.
EM as a source for unconventional high yield
High interest t-bills and overweights in Egypt and Nigeria aim to support a fund with a 7%-plus income distribution yield, according to Capital Group’s fixed income investment director.
RMB bond funds threatened by corporate defaults
The number of Chinese corporate defaults by issuer count and principal amount is likely to hit new highs this year, according to a recent Fitch report.
Pictet reveals overweights in Asia fund
Chinese insurers and specialty financial stocks are at attractive valuations and should eventually post superior returns, according to Kiran Nandra, Pictet AM’s emerging market senior product specialist.
Indonesia funds’ vulnerability
Post-election instability and trade issues weigh on Indonesian share prices, but top funds keep longer-term gains.
