Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
Category: Asset Class in Focus
FE Advisory Asia Portfolio review – January 2017
This month FSA looks at the growth portfolio, which was up in January. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
Unleashing the potential of emerging markets
Emerging markets need to offer investors stable economies, guided by predictable policymaking, while local laws need to offer a stable, consistent framework for competition, argues Jack Lin, head of Asia-Pacific, Middle East and Africa at Pioneer Investments.
Mainland investors rush to Hong Kong stocks
Shanghai-Hong Kong-Shenzhen-themed mutual funds are getting strong inflows as mainland investors worry about RMB risk and the property market.
Gold outlook positive in 2017’s new reality
A new US president and key European elections may create strong volatility in 2017. How will the price of gold fare? George Milling-Stanley, head of gold strategy at State Street Global Advisors, provides his views.
FE Advisory Asia Portfolio review – December 2016
The firm’s cautious portfolio was up in December and recorded a modest gain for the full year. Luke Ng, senior VP of research at FE Advisory Asia, explains why.
HKIFA sees equity fund comeback in 2017
Fixed income inflows turned positive in 2016, but the Hong Kong Investment Funds Association is optimistic about equity funds in the first half.
5 investment themes for 2017
Monica Defend, head of global asset allocation research at Pioneer Investments, sees a dynamic scenario for 2017 and describes major investment themes that will characterise the year.
Investing in Asian bond markets
Fast growing volumes, liquidity and diversity provide more options for regional investors, argues Clifford Lau, head of fixed income for Asia-Pacific at Columbia Threadneedle Investments.
PE exposure rises slow and steady
Family offices and HNWIs are increasingly investing in private equity, according to Preqin.
