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.
Category: Asset Class in Focus
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.
Capital Group: ‘People want a correction’
Optimist Andy Budden, the firm’s investment director, believes the global synchronised recovery is likely to continue in 2018, but investors should protect portfolios against rising volatility.
BoS: Hunt for China’s tech theme in healthcare, finance
Investors with an appetite for China’s new technology opportunities should look to sectors where they are applied, rather than overvalued tech companies, argues Johan Jooste, chief investment officer at Bank of Singapore.
OMGI concentrates GEM fund
Old Mutual Global Investors’ global emerging markets fund has become more concentrated since it was taken in-house and handed to the firm’s new GEM team.
Convertibles: best of both worlds?
Convertible bonds, which combine features of bonds and equities, are coming back as interest rates rise, argues Christophe Machu, investment specialist on the multi-asset and convertibles team at M&G Investments.
Citi PB: Reforms to boost China’s old economy in 2018
Chinese banks, seen as risky by many investors, are looking attractive in 2018 due to ongoing reforms, said Ken Peng, Citi Private Bank investment strategist for Asia-Pacific, who also likes China’s industrial sector.
JPM AM: Asia earnings key in 2018
Investors should have a strong focus on earnings for Asia-Pacific equities because valuations are no longer cheap, according Ayaz Ebrahim, Hong Kong-based co-head of the Asia-Pacific regional team at JP Morgan Asset Management.
China’s OBOR to impact in 2018: HSBC PB
China’s growth will provide regional opportunities in infrastructure, financials and consumer products, said Fan Cheuk-wan, HSBC Private Bank head of investment strategy in Asia.
