Two CIOs, Pictet WM’s David Gaud and Matthews Asia’s Robert Horrocks, share their contrasting views on China’s banks.
Category: Asset Class in Focus
Matthews bullish on shift to Asia brand names
Asia consumer brands have historically been second choice after the multinational products, but in the last couple of years local names have been gaining market share and have become attractive investment plays, according to Robert Horrocks, CIO of Matthews Asia.
Deutsche Wealth: Fixed income loses appeal
Rising interest rates and yields have made Deutsche Bank Wealth Management pessimistic about fixed income investment, according to Tuan Huynh, Singapore-based chief investment officer and head of discretionary portfolio management for Asia-Pacific.
Is the Japanese equity rally losing steam?
Joel Le Saux, manager of the Japan opportunities fund at SYZ Asset Management, argues the Japanese equity rally won’t last.
Pictet: Regulation a big driver of IT security
Data protection regulations, particularly in Europe, are expected to provide a boost to IT security company earnings, according to Yves Kramer, London-based senior investment manager for thematic equities at Pictet Asset Management.
Which HK funds gathered the most assets in 2017?
JP Morgan handily beat all rivals in gathering new assets in its Hong Kong-domiciled bond and mixed asset funds, as investors retreated from pure equity products, Morningstar data shows.
GAM: Alts demand to continue in 2018
Alternatives, particularly infrastructure investments, are expected to see continued demand from professional investors, according to industry sources speaking at the recent Association of Luxembourg Fund Industry (ALFI) roadshow.
China wants to convert SOE equity to HK listed shares
China’s regulator has proposed converting equity in Chinese firms into shares listed on the Hong Kong bourse in order to raise management incentive in some state-owned firms and improve earnings, said Nicholas Yeo, head of equities for China and Hong Kong at Aberdeen Standard Investments.
Allianz GI: China A-shares to shine in 2018
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.
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.
