Distributing dividends to shareholders is a tangible signal of good governance in emerging market companies, according to JP Morgan Asset Management fund manager Omar Negyal.
Author Archives: Rupert Walker
Sharpest China funds for volatile times
President Trump’s latest threat to increase tariffs on Chinese exports could trigger a phase of market volatility which should emphasise the importance of risk-adjusted returns.
Indosuez WM poaches advisory head from UBS
Woo Ting May has been hired as head of investment advisory at Indosuez Wealth Management in Singapore.
Fidelity remains bullish on China assets
Fidelity’s Asia multi-asset funds have raised their exposure to China A- and H-shares since the start of the year, doubling down on a “contrarian” switch to China high yield bonds.
The role of water in stock selection
Investors should consider the interaction between water, energy and food as a guide to future costly environmental regulation, according to T Rowe Price.
Bullish Invesco positions bond fund for trade deal
A perfect storm of a US-China tariff deal, renminbi appreciation, investment inflows and domestic reforms will drive Chinese bond prices higher, according to co-manager of the Invesco Asian Bond Fund.
Risk from China’s trade issues overstated
Concerns about trade tariffs and IP rights in China should not put off foreign investors, according to a regional family office consultant.
Allianz joins the Asian high yield chorus
Last year’s economic headwinds have turned into tailwinds since the start of the year and will support Asian credit, argues Allianz Global Investors’ David Tan.
Earnings surprises needed for Greater China gains
Stock markets in Greater China have already risen to fair valuations, so positive shocks are required to sustain further rises, according to Henry Chan, chief investment officer of BEA Union Investment.
HEAD-TO-HEAD: Fidelity versus Invesco
FSA compares two Asia Pacific ex-Japan equity products: the Fidelity Asia Pacific Opportunities Fund and the Invesco Asian Equity Fund.
