Though the sell-off in emerging markets has made valuations more attractive, Neil Dwane, global strategist at Allianz Global Investors, cautions investors to stay on the sidelines.
Category: Asset Class in Focus
Is a Japan overweight a sound move?
Japanese equities are preferred by many investors, but is this tilt driven by yield expectations or because other markets are unappealing?
Asia’s new fund flows double to $535bn in 2015
Total capital flowing into Asian investment products in 2015 hit $535bn, driven by mixed asset funds, according to Strategic Insight data.
China concerns overblown: Matthews Asia
As Matthews Asia launches an Asia ex-Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over China.
2016: Navigating the bond market
The new year promises to be tricky for bond investors after the US Fed signaled an end to the era of ultra low rates in December.
Malaysian investors turn to foreign funds
The AUM of foreign-invested strategies in Malaysia was up 30.5% to $6.8bn (M$29.6bn) for the first ten months of the year, according to Morningstar data.
Are EM equities going to surprise in 2016?
Typically shunned by investors, emerging markets may be ready for a second look in 2016.
Stock-picking while Vietnam rises (again)
After past disappointments, the economy and markets have recalibrated and the country has some strong tailwinds, said Thu Nguyen, lead portfolio manager of Vina Capital’s VCG Partners Vietnam Fund.
Small cap positioning for 2016
Patrick Kuhner, client portfolio manager at Rosenberg Equities Asia, discusses the impact of a US interest rate hike on small caps as well as specific consumer plays in the asset class.
Commodities will slow for a decade: JO Hambro
Only three times in the past 150 years has there been a collapse of commodity prices of the current magnitude, and it should be largely positive for Asia, said Samir Mehta, senior fund manager at JO Hambro.
