Earnings growth and reforms bode well for China A-shares, which are poised to outperform the major Asian equity markets this year, according to Raymond Chan, Allianz Global Investors’ chief investment officer for Asia-Pacific equities.
Category: Asset Class in Focus
Bullish DBS says Asia optimism only beginning
The Hang Seng index set an historical record high this year, and investment strategists at DBS Private Bank expect it to run further due to increasing use of cross-border programmes by Chinese investors.
Which funds were most volatile in 2017?
In a year of extremely low volatility, gold and precious metals funds stand out as the most volatile, FE data shows.
Regulation a risk of investing in China tech
The tightening of regulations, particularly in online gaming and digital payments, is the top risk when investing in China’s technology companies, according to Eric Mok, senior executive director at Franklin Templeton Investments.
Asian bonds deserve a close look in 2018
Among higher-yielding investment choices, Asian local currency bonds have generated fairly consistent returns over the past years, said Kheng Siang Ng, Asia-Pacific head of fixed income at State Street Global Advisors (SSGA).
Franklin Templeton bullish on SEA banks
Infrastructure investments in Thailand and Indonesia are expected to boost demand for commercial financing and to benefit local banking sectors, according to Eric Mok, a senior executive director at Franklin Templeton Investments.
HK ETFs show net outflows in 2017
Investors in Hong Kong and China ETFs cashed in profits in 2017, which resulted in net outflows from the passive products, data from Morningstar shows.
Prestige AM: New rules to boost private lending
New international accounting rules that came into force on 1 January will impede banks’ lending activity, making room for private lending market, according to Craig Reeves, founder of Prestige Funds.
SFC: Cross-border schemes impact HK’s ETFs
The cross-border links with China’s onshore equity market has helped reduce the number of Hong Kong synthetic ETFs investing in the A-share market, according to a recent SFC study.
Asia’s fund selectors bullish on Apac ex-Japan
The worst performing Asia-Pacific ex-Japan funds last year still reported double-digit returns, and Asia’s fund selectors told FSA they intend to stock up on the asset class in 2018.
