Portfolio managers of Asia ex-Japan equity funds favour India while avoiding Malaysia and Australia, according to Morningstar.
Category: Asset Class in Focus
Schroders joins voices warning on China’s currency
The firm said it is “increasingly clear” it is likely the RMB will fall, bad debts will rise and A-shares markets will drop.
ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
Deutsche AM: Low oil a plus for developed economies
Despite erratic moves in oil prices, cheap oil will have a positive impact on key world economies and markets, said CIO Stefan Kreuzkamp.
A contrarian view on soft commodities
The agricultural sector has been in negative territory for five years, putting specific food and food input companies at attractive valuations, according to Baring.
Investing in a volatile world
An eventful few months in equity markets globally has thrown up some interesting opportunities for long-term investors in European equities.
Video interview: SLI’s Milligan on risk in 2016
Standard Life Investments’ head of global strategy, Andrew Milligan, answers three questions put to him by FSA.
The bull and bear case for Chinese equities
Switzerland-based Falcon Private Bank has a base case of 0% returns for China equities in 2016.
Axa IM: Commodity price plunge could spark social unrest
The sustained slide in prices puts several EM commodity exporters at risk for political and social instability, the firm said.
Third year of outflows for EM ETPs: Report
In 2015, emerging market equity ETPs had outflows for the third consecutive year, while global ETPs had record high inflows, according to a Blackrock report.
