Switzerland-based Falcon Private Bank has a base case of 0% returns for China equities in 2016.
Category: Asset Class in Focus
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.
Allianz: Not yet the time for emerging markets
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.
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.
