Asian dividend yield remains a strong theme despite the widely- anticipated US rate hike, said King Fuei Lee, fund manager for Asia ex-Japan equities at Schroders.
Category: Asset Class in Focus
China’s trading freeze can undermine MSCI inclusion
The recent suspension of trading in 1300 A-share stocks could delay their much-awaited inclusion in MSCI’s emerging market index, fund houses said.
China’s market plunge puts economy at risk
The continuing fall in China’s stock market puts the country’s entire financial system and structural reform agenda at risk, according to Axa Investment Managers and Schroders.
Will the MRF smooth the path for ETFs?
The mutual recognition of funds (MRF) initiative will eventually result in a wave of ETF houses bringing products to Hong Kong, said Toby Bland, chief executive of Enhanced Investment Products in Hong Kong.
Principal Global aims to use MRF
Principal Global Investors intends to distribute funds through the mutual recognition of funds initiative, and is in talks with joint venture partner China Construction Bank about mainland products, said Kirk West, head of international offices and chief executive officer of Asia.
China response to the potential equity bubble
Sandra Crowl, member of Carmignac Gestion’s investment strategy committee, examines how structural reforms and liberalisation of the financial markets will keep the limelight on China in 2015.
H-shares to benefit from mutual recognition of funds
The mutual recognition of funds initiative will act as a catalyst in re-rating offshore China equities and Hong Kong’s undervalued H-share market will be the first to benefit from inflows, according to Mansfield Mok, fund manager at EFG Asset Management.
The case for fee based model
EXS Capital’s fee-based discretionary model is rare in Asia, but Jessica Cutrera, managing director of the firm’s wealth management arm, believes there’s a huge opportunity for more.
Swan warns of bubbling in China
Some segments are trading at 80-100 times price-to-earnings and there are “signs of exuberance” in the domestic market, said Andrew Swan, BlackRock’s head of Asian equities.
Institutional investors on tail risk events
Institutional investors in Asia-Pacific are more concerned about tail risk events such as oil price shocks, new asset bubbles or geopolitical tensions compared to their global counterparts, according to a study by Allianz Global Investors.