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.
Category: Asset Class in Focus
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.
Pictet: Watch the risk in Europe high yield
Following strong performance in 2017, European high yield bonds will be less attractive in 2018 due to high valuation and liquidity risk, argues David Gaud, CIO of Pictet Wealth Management.
Were Byron Wien’s 2017 predictions right or wrong?
How accurate were the “Ten Surprises for 2017”, which Byron Wien, vice chairman of multi-asset investing at Blackstone, issued a year ago?
2017 leaders and laggards – fixed income
European high yield and emerging market bond funds top the list of best performing fixed income funds available for Hong Kong and Singapore investors, while US dollar and global bond funds underperformed.
Blackrock: headwinds for Chinese tech, property
Sluggish demand for smartphones and curbs on property market are likely to hinder major gains in technology and property sectors in China in 2018, argues Helen Zhu, Blackrock’s head of China equities.
2017 leaders and laggards
China equity funds lead, while natural resources and hedge funds underperform in FSA’s year-end ranking of the best and worst performing funds available to Hong Kong and Singapore investors.
Bluebay: Mispricing a boost for cocos
Contingent convertible (coco) debt of European banks is mispriced relative to other bank debt and this presents an arbitrage opportunity, argues Marc Stacey, portfolio manager at Bluebay Asset Management.
2018: Another year of boring markets inching up?
EFG joins the consensus that basically expects a continuation of market conditions from 2017, and the firm maintains overweights on the US, Japan and EM equities.
Are there opportunities in Indonesia bonds?
Investors should find opportunities in Indonesia corporate bonds as issuance is expected to increase and yields are relatively high, according to Jimond Wong, managing director and senior portfolio manager for Pan-Asia bonds at Manulife Asset Management.
